FINANCIAL ADVISOR (INSURANCE)

JOB TITLE FINANCIAL ADVISOR (INSURANCE)

NATURE OF JOB FULL TIME

INDUSTRY INSURANCE / FINANCIAL SERVICES

SALARY COMMISSIONS BASED (ATTRACTIVE INCOME)

JOB LOCATION NAIROBI

DUTIES AND RESPONSIBILITIES

Lead Generation and Business Development

·       Identify and pursue new business opportunities through networking, referrals, cold calling, social media, and other prospecting methods.

·       Develop and maintain a strong pipeline of prospective clients.

·       Attend industry events, exhibitions, and community engagements to generate leads.

·       Build strategic relationships with individuals, businesses, and referral partners.

Client Needs Assessment

·       Meet with prospective and existing clients to understand their financial goals, risk exposure, and insurance needs.

·       Conduct comprehensive financial and risk assessments.

·       Analyze client information to identify suitable insurance and financial protection solutions.

·       Educate clients on various insurance products and coverage options.

Sales and Advisory Services

·       Present and explain insurance products, policy benefits, exclusions, and premium structures.

·       Recommend customized insurance solutions based on client needs and budgets.

·       Prepare quotations, proposals, and policy documentation.

·       Negotiate and close sales while ensuring compliance with regulatory requirements.

·       Consistently achieve and exceed individual sales targets.

Customer Relationship Management

·       Develop and maintain long-term relationships with clients.

·       Provide ongoing policy reviews and updates to ensure coverage remains relevant.

·       Address client inquiries and provide timely solutions.

·       Maintain accurate customer records and follow-up schedules.

Policy Administration and Claims Support

·       Assist clients with policy applications, renewals, amendments, and cancellations.

·       Guide clients through claims procedures and documentation requirements.

·       Liaise with internal departments and insurers to facilitate efficient claims processing.

·       Monitor policy renewals and proactively engage clients to maintain coverage.

Compliance and Reporting

·       Ensure adherence to insurance regulations, company policies, and ethical sales practices.

·       Maintain accurate sales records and activity reports.

·       Submit required documentation and reports within stipulated timelines.

·       Stay informed about industry trends, market developments, and new insurance products.

KEY REQUIREMENT SKILLS AND QUALIFICATION

·       Diploma or Bachelor's Degree in Insurance, Business Administration, Marketing, Finance, Economics, or a related field.

·       Previous experience in insurance sales, financial advisory, banking, or related sales roles is preferred.

·       Fresh graduates with strong sales aptitude are encouraged to apply.

·       Knowledge of insurance products and financial planning concepts is an advantage.

·       Excellent sales, negotiation, and persuasion skills.

·       Strong interpersonal and relationship-building abilities.

HOW TO APPLY

·       If you meet the above qualifications, skills and experience share CV on recruitment@britesmanagement.com

·       Interviews will be carried out on a rolling basis until the position is filled.

·       Only the shortlisted candidates will be contacted.