Britam Financial Advisor Jobs in Kenya

Britam Financial Advisor Jobs in Kenya


Job Details

  • 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. .

    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.

    How to Apply

    For more information and job application details, see; Britam Financial Advisor Jobs in Kenya

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