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
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