Financial Advisor at Kenyan Alliance Insurance

Reports to      :           Unit Manager

Division         :           Life and Pensions

Department   :           Retail Life

Main Responsibilities

• Selling ordinary life assurance products professionally, following up and obtaining commitment
• Prospecting: Search for potential Life Insurance Clients, and Submit Activity & Progress Reports (Active & Prospecting, use of Phone Calling, Social, Email etc.)
• Leveraging the existing clientele and expanding the unit portfolio by actively and aggressively selling the ordinary life products
• Creating consumer awareness/ customers’ sensitization initiatives processing insurance transactions within defined terms and conditions.
• Work closely with the Unit Manager to ensure the Unit meets the set targets
• Identifying potential business opportunities and marketing initiatives in liaison with the unit leader in actualizing these into revenues
• Ensuring policy documents are delivered to the clients on timely basis and acknowledgement letters dropped back to the branch.
• Ensure clients who have pending issues with the company are kept abreast on progress for the same within set timelines
• Participate in unit and branch meetings and offer valuable ideas contributing towards the growth of business and meeting unit targets
• Any other roles as assigned by the unit manager

Qualifications Required

• Minimum KSCE Grade C-
• Good planning and organization skills with the ability to deliver effectively under strict deadlines.
• Excellent communication, presentation and customer service skills.
• Excellent data management skills and proficiency in the use of MS Office
• Accuracy and attention to detail.
• Co-operative, assertive, team player and able to work independently and offer effective solutions.
• Ability to work and develop long term relationships
• Good knowledge of life insurance.
• Responsible, reliable has business acumen to spot opportunities readily.
• ·A creative, proactive, passionate and innovative individual with a passion for excellent results.
• Results oriented and self-driven
• Attractive commissions and incentive based on achievement of set targets will be paid
• Candidates with previous experience in Direct Sales with both Office and Field Work and other Sales related roles are preferred.