Financial Advisor

Key Responsibilities

• Identify and develop new business opportunities through prospecting, referrals, networking, and other sales initiatives.
• Engage prospective and existing clients to understand their financial protection and insurance needs.
• Explain life insurance products, benefits, terms, and policy options clearly to clients.
• Recommend appropriate insurance solutions based on clients’ needs and financial circumstances.
• Build and maintain strong, long-term relationships with clients.
• Follow up on leads, proposals, applications, and prospective clients to drive sales.
• Meet and consistently work towards assigned sales and business development targets.
• Maintain accurate records of client interactions, leads, sales activities, and follow-ups.
• Provide quality after-sales service and maintain regular communication with clients.
• Identify opportunities for referrals and additional business from existing clients.
• Participate in sales meetings, training sessions, marketing activities, and other company initiatives.
• Keep up to date with the company's products, services, policies, and relevant insurance industry developments.
• Ensure all sales activities are conducted professionally and in accordance with applicable company and regulatory requirements.

Minimum Qualifications and Requirements

• Minimum of a High School Certificate (KCSE or equivalent).
• Certificate of Proficiency (COP) in Insurance is an added advantage.
• Previous sales and marketing experience is an added advantage.
• Strong communication, interpersonal, and customer service skills.
• Ability to build and maintain professional relationships.
• Self-driven, ambitious, and results-oriented.
• Good negotiation and persuasion skills.
• Ability to work independently as well as part of a team.
• Willingness to work in a target-driven environment.
• Applicants should be willing to report to the Thika Branch.

What We Are Looking For

We are particularly interested in candidates who are confident, energetic, disciplined, customer-focused, and passionate about sales. Training and support will be provided to help successful candidates develop their skills and succeed in the role.