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  • Posted: Mar 8, 2021
    Deadline: Mar 19, 2021
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  • 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...
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    Sales Agent

    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

    go to method of application »

    Unit Manager

    Job purpose

    Role holder will be responsible for providing overall leadership to a group of Financial Advisors (unit) as prescribed in Britam to ensure key performance indicators for the unit are met.

    Key responsibilities

    • Sales planning that achieves the set goals and objectives.
    • Selling of Life Products and other company products as targets prescribe.
    • Quality recruitment, selection and retention of productive Financial Advisors.
    • Conducting trainings on company products, processes, sales and soft skills to achieve results.
    • Conduct Field Training with Financial Advisors to ensure hands on approach to sales
    • Performance management and supervision to drive sales across all product lines and meet targets.
    • Provide one-to-one coaching, mentoring and motivation to members of their teams and ensure that they effectively implement strategies and agreed action plans.
    • Market segmentation and opening of markets for financial advisors to secure business.
    • Meeting the set persistency levels of life business and retention targets for other lines of business.
    • Providing effective customer service to both  prospective and existing customers
    • Preparing sales and other management reports as required from time to time
    • Performing any other duties as may be assigned by the Branch Manager

    Working Relationships

    1. Internal Relationships:
      1. Accountable to the Branch Manager
      2. Required to liaise and work closely with the other departments such as training, sales managers
    2. External Relationships:
      1. Britam customers
      2. Insurance sector players

    Knowledge, experience and qualifications required

    Knowledge, experience and qualifications required:

    • A business related degree is a minimum requirement or its equivalent
    • Minimum 3 years’ experience in Life Insurance Unit Management added advantage
    • Relevant professional qualifications in COP. However, certification or proof of study in ACII, AIIK or CIM will be an added advantage.
    • Excellent leadership, communication and interpersonal skills
    • Above average computer skills

    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
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Average Salary at Britam
KSh 72K from 25 employees
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