Financial Advisor

Britam is a diversified financial services group with interests in insurance, asset management, property, and banking. It provides professional financial planning advice, promoting insurance and investment products.

This opportunity is ideal for individuals who enjoy sales, relationship management, and financial planning while working in a performance-driven environment with attractive commission opportunities.

1. Identify and prospect potential individual and corporate clients.
2. Promote Britam insurance, investment, pension, and wealth management solutions.
3. Conduct financial needs analysis for prospective clients.
4. Recommend suitable financial products based on customer needs.
5. Build and maintain long-term customer relationships.
6. Meet individual sales and revenue targets.
7. Prepare quotations and product presentations.
8. Follow up on leads and referrals.
9. Maintain accurate customer records and sales reports.
10. Provide after-sales support and policy servicing.
11. Participate in marketing campaigns and networking events.
12. Maintain compliance with company policies and regulatory requirements.

1. KCSE Grade C- (Minus) or above.
2. Must be at least 23 years of age.
3. Passion for sales and financial services.
4. Strong interpersonal and communication skills.
5. Ability to build professional relationships.
6. High level of integrity and professionalism.
7. Sales and negotiation skills.
8. Customer relationship management.
9. Communication and presentation skills.
10. Networking abilities.
11. Goal-oriented mindset.
12. Self-motivation.
13. Financial planning aptitude.
14. Time management.
15. Problem-solving.
16. Client relationship management.
17. Previous experience in sales, insurance, banking, investments, customer service, or financial advisory services will be an added advantage, although motivated candidates willing to learn are encouraged to apply.