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
Related Jobs
Field Marketing Manager
Our business is growing rapidly, and with more than100,000 customers in Kenya, we are looking for an enthusiastic and customer obsessed Field Marketing Manager to join our growing team of driven professionals. We are looking for doers who are ready to roll up their sleeves and with their hard work and dedication create the impact needed in our communities.
Marketing Fellow
We are looking for an enthusiastic marketing intern to join our marketing department and provide creative ideas to help achieve our goals. You will have administrative duties in developing and implementing marketing strategies.
Sales Representative – HoReCas
The job holder will be responsible for managing and servicing existing outlets while prospecting and developing new accounts with a focus on building long term customer relationships and increasing sales revenue in the HORECA Segment.
Strategic Sales Executive
As a strategic sales executive for Ilara Health you will be responsible for creating and maintaining large accounts and identifying and building relationships with Key Opinion Leaders within the healthcare space across Kenya with the purpose of generating strategic growth for the business.