FINANCIAL ADVISOR (INSURANCE)
Easy apply
New
Job summary
Identify and pursue new business opportunities through networking, referrals, cold calling, social media, and other prospecting methods.
Min Qualification:
Diploma
Language Requirement:
English
Working Hours:
Full Time - 8 to 5
Applicant Location:
Kenya
Job descriptions & requirements
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.
- Professional insurance qualifications will be an added advantage.
- 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.
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.
