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  • Posted: Nov 19, 2020
    Deadline: Nov 30, 2020
  • Britam is a leading diversified financial services group, listed on the Nairobi Securities Exchange. The group has interests across the Eastern and Southern Africa region, with operations in Kenya, Uganda, Tanzania, Rwanda, South Sudan, Mozambique and Malawi. The group offers a wide range of financial products and services in Insurance, Asset management, Ban...
    Read more about this company


    Financial Advisor

    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.

    go to method of application »

    Digital Natives

    Job Purpose and Key responsibilities

    Join the winning team

    • Are you a Digital Native? Do you like on-line jobs?
    • Earn some extra cash with Britam as you engage online
    • Join our Placement / Holiday Engagement Plan to enjoy the following benefits:
    •  Online sales and financial management training
    •  Online sales experience
    •  Attractive sales commission
    •  Interaction with people from various walks of life
    •  Enriching your CV
    •  An easy pathway for transition to your desired career
    • Knowledge, experience and qualifications required

    What is required

    •  Education - Graduate or undergraduate currently pursuing a degree/diploma
    •  Keen interest in learning new skills
    •  A great attitude  and work ethic
    •  Honesty and discipline
    •  A Smart-phone

    Method of Application

    Use the link(s) below to apply on company website.


    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

  • Send your application

    View All Vacancies at Britam Back To Home
Average Salary at Britam
KSh 72K from 25 employees

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