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
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:
- Britam customers
- 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
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