Financial Advisor at Britam

Job Purpose and Key responsibilities

• Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospect.
• Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.
• Determines clients particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
• Developes a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
• Obtains underwriting approval by completing application for coverage.
• Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.
• Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.
• Provides death benefits by delivering policy proceeds; reassessing client needs.
• Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
• Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

Knowledge, experience and qualifications required

Prospecting Skills, Meeting Sales Goals, Motivation for Sales, Selling to Customer Needs, Client Relationships, People Skills, Product Knowledge, General Math Skills, Organization, Dependability, Statistical Analysis

We are looking to recruit individuals who would be willing to learn how to sell financial products and services on a very good consistent commission preferably 25 years and above.