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Financial Advisor(s) –Britam

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Job Description

JOB PURPOSE: To source general Insurance business and effective management of business generated.

KEY RESPONSIBILITIES INCLUDE:

  • To sell our various insurance products in order to meet the agreed sales targets for the Company.
  • To build Customer relationships and maintain customer service levels
  • To present an excellent image of the Company.
  • To ensure that premium is collected from clients.
  • To act as a contact between the company and its existing and potential markets.
  • To gather market and customer information.
  • To represent the organization at trade exhibitions and events.
  • To advise clients on forthcoming product developments and discussing special promotions.
  • To get a clear understanding of the customers’ businesses and their requirements.
  • Attending team meetings and sharing best practices with colleagues.

A commission based package will be offered to Successful candidates. In-house training and a professional office environment will also be provided.

Position Requirements

COMPETENCY REQUIREMENTS:

  1. At least a Diploma in any business related field
  2. Computer Literate.
  3. Must be 23- 50 years of age
  4. Relevant experience in Insurance industry is an added advantage
  5. Certificate of Proficiency in Insurance (COP) is an added advantage

PERFORMANCE STANDARDS:

  1. Strong inter-personal skills and ability to work in a team-oriented and collaborative environment;
  2. A high sales drive, motivated, go getter and a strong will to succeed;
  3. Confident, articulate and with strong communication skills;
  4. Results oriented with ability to work under strict deadlines and meet sales targets;
  5. Well groomed, presentable and strong interpersonal skills;
  6. Excellent written and verbal communication skills including; note taking and summarizing skills and the ability to communicate well at all levels in a clear, appropriate and timely manner;
  7. Strong team player.
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