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  • Financial Advisor at Britam

  • Posted on: 20 August, 2019 Deadline: 31 December, 2019
  • View Jobs in Insurance / Investments 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. The company offers a wide range of financial products and services in Insurance, Asset management, Banking and Property. The product range includes: life, health and general insurance, pensions, unit trusts, investment planning, wealth management, off-shore investments, retirement planning, discretionary portfolio management, Property development and private Equity.

    Financial Advisor - 9 positions


    Job Purpose

    Responsible for sales of all lines of business products within the branch catchment. The job holder will be responsible for overall accountability for the sales of all lines of business products and first hand customer service. The position is purely a commisioned based role.

    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.
    • Can serve clients of all lines of business and provide excellent customer service to existing customers and prospective clients
    • 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.1. 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

    Interested and qualified? Go to Britam career website on britam.taleo.net to apply

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