Sales Officer

Job Description

EFU Life Assurance Ltd. is seeking a diligent Sales Officer to lead field evaluation initiatives with a focus on the South Region across Bancassurance and Direct Sales Force channels. This role involves ensuring that evaluation criteria adhere to company policies, partner bank standard operating procedures, and regulatory guidelines. The Sales Officer will meticulously review field assessment reports, ensuring comprehensive integration of findings into internal monitoring tools to support performance tracking and transparency. They will be responsible for preparing detailed consolidated reports that capture sales quality, service standards, and operational insights to drive continuous improvement. The ideal candidate brings at least one year of experience in sales, demonstrating strong expertise in customer relationship management, sales strategy development, negotiation, and effective communication. Though this role does not include team management responsibilities, it requires excellent collaboration skills and a proactive approach to identifying performance gaps within the sales teams of Bancassurance and DSF channels. The Sales Officer plays a critical role in supporting sales quality enhancement and operational excellence to help the company achieve its strategic sales objectives.
Responsibilities
 

• Lead and coordinate field evaluation initiatives primarily across the South Region within Bancassurance and Direct Sales Force channels.
• Ensure all evaluation criteria comply with EFU Life Assurance Ltd. policies, partner bank standard operating procedures, and relevant regulatory requirements.
• Conduct thorough reviews of field assessment reports submitted by regional monitoring resources to ensure accuracy and completeness.
• Capture and integrate findings from field evaluations into internal monitoring dashboards for efficient performance tracking and management reporting.
• Prepare comprehensive consolidated reports that highlight sales quality, customer service standards, and operational observations across both Bancassurance and DSF channels.
• Identify and analyze recurring performance gaps within Bancassurance and Direct Sales Force sales teams to inform corrective actions and process improvements.
• Collaborate with relevant departments to communicate insights and facilitate implementation of sales enhancement strategies.
• Maintain up-to-date knowledge of product offerings and market trends to provide accurate and relevant information during evaluations.
• Ensure adherence to ethical sales practices and uphold the company's reputation in all evaluation activities.
• Support ongoing sales initiatives by providing timely feedback and performance data that contribute to business growth and operational effectiveness.

Job Skills