Sales Agent at Britam

Date Posted: March 8, 2021, 7:38 a.m.

Job Description

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

 

How To Apply

None

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