Sales Financial Advisor at Britam

On Tuesday, October 1st, 2013

We wish to recruit experienced, dynamic, innovative and high caliber individuals to fill the position of Financial Advisor

This is a sales role.
Reporting to the Unit Manager and operating in a highly competitive and dynamic environment, this challenging position requires the candidates to perform the following functions:

Duties and Responsibilities

  • Prospecting for clients for the provision of insurance and investment services and products including education plans, life insurance, unit trusts, Retirement planning etc.
  • Provide financial advice to clients according to their requirements and risk profile, as well as the performance of the specific portfolios
  • Carry out a detailed-fact find review of the potential clients and recommend appropriate insurance and investment products.
  • Maintain a regular follow-up with clients to maintain a strong customer service.
Qualifications, Skills and Ability Requirements
  • Successful track record of selling in the financial services sector, teaching or any other relevant profession; Prior experience in selling insurance will be a definite advantage.
  • Minimum KCSE grade C
  • Minimum Age – 28
  • Highly networked and adept at connecting with people;
  • Results oriented and able to work under strict deadlines to meet sales targets
  • Ability to thrive in a high-pressure, fast-paced environment with minimum supervision
Remuneration for this role is based on highly rewarding Commission based structure. 
However, there are special terms for Sales Agents from the Insurance Industry with more than 2 years experience issuing over 2 Million API Annually.

If this position is of interest to you, please apply to [email protected] with a covering letter quoting reference no FA.OCT.2013 explaining how you would meet the demands of this challenging position.
Applications should be received not later than Friday, 25th October 2013. 
Hard copies can be dropped at our offices Phoenix House, 1st floor, Kenyatta Avenue addressed to the Branch Manager.
Only shortlisted candidates will be contacted. 
In the event you do not hear from us by 1st December 2013, please consider your application unsuccessful.
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