UAP Old Mutual Financial Services recognized and rewarded its best performing agents for the year 2022. This was during a Financial Wellness Workshop that was designed to equip the agents with financial literacy skills and knowledge to help them make better financial decisions for themselves and their clients.
The workshop hosted at the Golf Course Hotel on 29th March,2023, saw agents taken through a series of presentation and selling skills by seasoned financial expert Jesse Ainebyona.
The event was a great opportunity for the agents to network and learn from each other. Representatives from different subsidiaries such as Gi and Medical, as well as Life, were also present to encourage the agents.
Caroline Owomuhangi, the Head Of Marketing for GI and Medical spoke about the near-future plans of the business and commended the agents for being more than just the back bone of the business, but encouraged them to keep doing and being more.
Sandra Namutebi, UAP Old Mutual Life’s Head of Business Development Corporate encouraged the agents to sell all three business units of GI and Medical, Financial Services, as well as Life.
Some of the workshop participants
Speaking at the conference, Zac Kisesi, the head of alternative channels UAP Old Mutual Financial Services commended the agents for the tremendous contribution they bring to the business. He shared a number of ways on how the agents could maintain and scale up performance. He then called up front the different agents for recognition, who were awarded by the Managing Director of UAP Old Mutual Financial Services Mr. Simon Mwebaze
The highlight of the event was the mentorship session led by the guest speaker of the day, Jesse Ainebyona, a motivational speaker and leadership expert who shared his knowledge on how to boost sales and encouraged the agents to cross-sell and not only concentrate on their designated departments. The session was highly interactive, and the agents had an opportunity to ask questions and share their experiences.
The event also had a business culture and knowledge exchange session where the agents had an opportunity to interact with a team from Old Mutual Malawi and this was a great opportunity for the agents to learn from a team from a different region and gain a better understanding of the different markets and customers.
The Head Of Agency , UAP Old Mutual Financial Services and MC of the day, Daniel Opiyo, whose expertise in the financial industry was evident throughout his moderation, volunteered a number of powerful insights on how agents can embrace Integrated Financial Services i.e an agent representing one brand.
The workshop ended on a high note, with the agents expressing their gratitude to UAP Old Mutual for organizing such an informative and rewarding event.
Many agents admitted that the lessons they learned would positively impact their lives and improve their service delivery to clients.