Vacancies at Janta Kenya

Job Description

We are one of the leading Fund Management Companies in Kenya. As part of our growth strategy and to assist in achieving ambitious performance objectives, we wish to recruit experienced, dynamic, innovative and high caliber individuals to fill the position of Investment Advisor to be based in Nairobi.

Key Responsibilities

• Sell investment products, (i.e. Unit Trust Funds, Wealth Management and International /Off- Shore funds) to prospective and existing individual and corporate clients
• Sign-in, manage and retain clients and their accounts and maintain a strong customer service
• Meet and exceed exciting and aggressive work targets
• Work in a high-pressure, fast-paced environment within an entrepreneurial culture that offers minimum supervision.
• Build Rapport with Colleagues, to generate from them successful leads.
• Carry out a detailed-fact find review of the potential clients and recommend appropriate insurance and investment products.

Skill & Experience

• An undergraduate degree from a recognized university
• An appropriate qualification/ training in sales and marketing
• Work experience in the financial services sector e.g. bank, insurance companies, fund manager, stock brokers etc would be an advantage
• Proven experience and success in selling financial services products: experience of selling unit trust investment products would also be an added advantage
• A good working knowledge of financial markets and financial products
• A high sales drive and a strong will to succeed
• Confident, articulate and with strong communication skills
• Results oriented with ability to work under strict deadlines and meet sales targets
• Well groomed, presentable and strong interpersonal skills
• Highly networked and adept at connecting with people, and with good experience of the Business environment.
• Ability to thrive in a high-pressure, fast-paced environment with minimum supervision

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Job Description

The job holder will be responsible for the implementation of the sales strategy through recruitment and management of intermediaries (agents and brokers). Nairobi, Thika, Nakuru, Nyeri, Mombasa, Kisumu

Key Responsibilities

Sales and Marketing

• Identify business opportunities, negotiate and close business deals within the company’s quality business guidelines to increase the market share.
• Drive achievement of the annual, quarterly, and monthly production budget targets.
• Manage quality of business, productivity, and overall sales performance.
• Build robust relationships with assigned and sourced intermediaries.
• Provide accurate and competitive quotations for all the product lines and ensure they are delivered promptly to prospective clients.
• Build up detailed knowledge about the company’s products and keep abreast of market conditions and developments.
• Conduct continuous product training for intermediaries
• Manage and maintain existing client relationships to identify opportunities for cross-selling, areas of growth, and new business acquisition. •
• Exploit synergy with other Group companies to grow business.

Operational Procedures

• Liaise with internal departments to ensure customer instructions are executed within the set timelines to enhance levels of customer satisfaction,
• Ensure credit control policy is adhered to for business on boarded.
• Prepare timely, accurate, informative reports on the performance of the distribution channel.
• Ensure the company works only with properly licensed intermediaries with ethical practices.
• Implement the Treat Customers Fairly (TCF) guidelines in Sales and Distribution.
• Ensure strict adherence to practices, procedures, and policies stipulated in the Business Development operations manual, including the Code of Ethics.

Learning and Growth

• Continue to build a personal skill set by participating in in-house programs (including e-learning), customer-related courses, and seminars as deemed necessary to expand product and system knowledge,
• Understand and actively support and advocate the organization’s mission, vision, and core values.

Skill & Experience

• Bachelor’s Degree in Insurance and/ or a business-related field
• Diploma in Insurance (ACII or AIIK) professional qualification will be an added advantage
• 2 years’ experience in managing intermediaries in General Insurance business