Financial Advisor
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New
Job summary
Britam is seeking ambitious, self-motivated, and results-oriented Financial Advisors to join its growing sales team. The Financial Advisor will be responsible for identifying prospective clients, understanding their financial protection and investment needs, recommending suitable financial solutions, and building long-term client relationships. This is a commission-based opportunity with high earning potential, training, mentorship, and career growth opportunities. The ideal candidate should have a strong passion for sales, investments, networking, and relationship management and be motivated by achieving targets and growing their income.
Min Qualification:
Highschool
Experience Level:
Entry level
Experience Length:
No Experience/Less than 1 year
Language Requirement:
English, Swahili
Working Hours:
Full Time - 8 to 5
Applicant Location:
Kenya
Job descriptions & requirements
Key Responsibilities
• Identify and generate new business opportunities through prospecting, networking, referrals, and direct sales.
• Build and maintain strong relationships with prospective and existing clients.
• Understand clients' financial goals, protection needs, and investment objectives.
• Promote and sell appropriate insurance, investment, savings, and financial solutions.
• Conduct client consultations and explain available products and their benefits.
• Prepare and present suitable financial solutions and proposals to clients.
• Follow up on leads and convert prospects into new business.
• Achieve agreed monthly, quarterly, and annual sales targets.
• Maintain accurate records of prospects, clients, sales activities, and policies.
• Develop and maintain a strong personal and professional network to generate business opportunities.
• Follow up with existing clients to support policy retention, renewals, and additional business opportunities.
• Participate in sales campaigns, client meetings, networking events, and promotional activities.
• Stay informed about Britam's products, market trends, investment opportunities, and industry developments.
• Maintain high standards of professionalism, integrity, and customer service.
• Comply with relevant company policies, regulatory requirements, and ethical sales practices.
Required Qualifications
• Minimum KCSE Grade C- (Minus) or equivalent.
• A Diploma or Bachelor's degree in Business, Finance, Insurance, Marketing, Economics, or a related field is an added advantage.
• Previous experience in sales, insurance, financial services, banking, investments, or business development is an added advantage.
• ECOP certification is an added advantage.
• Strong interest in financial services, investments, and sales.
• Willingness to work in a target-driven and commission-based environment.
Key Skills and Competencies
- Strong sales and business development skills.
- Excellent communication and interpersonal skills.
- Strong networking and relationship-building abilities.
- Self-motivated and highly ambitious.
- Target-oriented and results-driven.
- Excellent persuasion and negotiation skills.
- Strong customer service skills.
- Ability to identify and develop new business opportunities.
- Good presentation and interpersonal skills.
- Ability to work independently with minimal supervision.
- Resilience and ability to work in a competitive sales environment.
- Strong integrity and professionalism.
- Passion for sales, investments, and financial solutions.
Compensation & Benefits
• Commission-based earning structure with high earning potential.
• Performance-based incentives.
• Comprehensive training and mentorship.
• Opportunity to build a career in insurance and financial services.
• Career growth and progression opportunities.
• Opportunity to build and manage your own client portfolio.
Why Join Britam?
• Training and mentorship to help you succeed in the financial advisory profession.
• High commission earning potential based on your sales performance.
• Career growth opportunities within the insurance and financial services industry.
• Opportunity to develop valuable skills in sales, investments, financial planning, and client relationship management.
Ideal Candidate
We are looking for someone who is ambitious, energetic, confident, and passionate about sales and investments, with excellent networking and communication skills. The role is particularly suitable for someone who is comfortable working on a commission-based model and is motivated by the opportunity to build their own client portfolio and significantly increase their earning potential.
Important safety tips
- Do not make any payment without confirming with the BrighterMonday Customer Support Team.
- If you think this advert is not genuine, please report it via the Report Job link below.
