Sales Agent at Britam

Job Purpose and Key responsibilities

Key responsibilities

• Prospecting clients for the provision of investment services and products.
• Carry out a detailed-fact find review of the potential clients and recommend appropriate financial services products in line with the client’s needs
• Maintain a regular follow-up with clients to maintain a strong customer service.
• Deliver policy documents to clients where required and demystify the policy document
• Capture business on the FA portal for all provided lines of business and submit for processing

Working Relationships

External Relationships:

1. Britam customers
2. Insurance sector players

Knowledge, experience and qualifications required

Knowledge, experience and qualifications required:

• A KCSE certificate is a minimum requirement 
• Certification or proof of study for COP is an added advantage.
• Excellent communication and interpersonal skills
• Above average computer skills
• Sales skills will be an added advantage