Financial Advisors Jobs in Kenya

79

 

Purpose

Selling Britam products across all lines of business to prospects and providing excellent customer service.

Key Responsibilities

  • Doing presentations to prospective clients and selling to them suitable insurance products or other products according to their needs.
  • Meeting sales targets as may be set by the company from time to time.
  • Ensuring high persistency of payments through follow ups and reminders.
  • Maintaining close relationships with clients and updating them on the status of their policies, new products and any other information they may require.
  • Initiating and following through premium collection procedures such as collecting cheques and other payment authority documents.
  • Dedicated customer service to clients at all times including assisting the client to effect changes on their policies.
  • Promoting the company brand and making sales during activations and other company events.
  • Attending branch and unit meetings as may be required by the branch manager or unit manager.
  • Maintaining regular contact with clients and providing additional insurance policies or other products whenever needed.
  • Developing and maintaining a wide network of friends, special interest groups and social clubs necessary for forming a base of marketing and referrals.
  • Learning and using the company software available for financial advisors in generating quotations and customer service.
  • Delivering of policy documents to clients in good time.

Qualifications

  • KCSE Mean grade of C- and above or equivalent
  • University degree/Diploma is an added advantage
  • Candidate should have a minimum age of 23 years
  • Demonstrate good written and oral communication skills
  • Experience in sales is an added advantage
  • Certificate of proficiency is an added advantage

 

If you are interested in the above job and you have the qualifications send your CV and a cover letter outlining why you are the best candidate for this job to [email protected] Indicate in the subject your preferred town or Britam branch

Closing Date:

Sunday, December 31, 2017

Key Skills/Specialization:

KCSE Mean grade of C- and above or equivalent; University degree/Diploma is an added advantage

 

 

 

 

 

 

 

 

 

 

 

 

 

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