• Financial Advisors Job at Britam

  • Posted on: 6 January, 2017 Deadline: 31 December, 2017
  • View Jobs in Banking / Financial Services View All Jobs at Britam
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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, Banking and Property. Our Mission is to provide outstanding financial services to our customers. Our Vision is to be the most trusted financial service partner. We aim to provide our clients, with an unmatched offering, ensuring first class solutions that help secure the future.

    Financial Advisors


    Key Responsibilities

      • Doing presentations to prospective clients and selling to them suitable insurance products or other products according to their needs.
      • Meeting sales targets as may be set by the company from time to time.
      • Ensuring high persistency of payments through follow ups and reminders.
      • Maintaining close relationships with clients and updating them on the status of their policies, new products and any other information they may require.
      • Initiating and following through premium collection procedures such as collecting cheques and other payment authority documents.
      • Dedicated customer service to clients at all times including assisting the client to effect changes on their policies.
      • Promoting the company brand and making sales during activations and other company events.
      • Attending branch and unit meetings as may be required by the branch manager or unit manager.
      • Maintaining regular contact with clients and providing additional insurance policies or other products whenever needed.
      • Developing and maintaining a wide network of friends, special interest groups and social clubs necessary for forming a base of marketing and referrals.
      • Learning and using the company software available for financial advisors in generating quotations and customer service.
      • Delivering of policy documents to clients in good time.


    • KCSE Mean grade of C- and above or equivalent
    • University degree/Diploma is an added advantage
    • Candidate should have a minimum age of 23 years
    • Demonstrate good written and oral communication skills
    • Experience in sales is an added advantage
    • Certificate of proficiency is an added advantage

    Method of Application

    If you are interested in the above job and you have the qualifications send your CV and a cover letter outlining why you are the best candidate for this job to facareers@britam.com . Indicate in the subject your preferred town or Britam branch


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