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- Prospecting clients for the provision of investment services and products.
- Carry out a detailed-fact find review of the potential clients and recommend appropriate financial services products in line with the client’s needs
- Maintain a regular follow-up with clients to maintain a strong customer service.
- Deliver policy documents to clients where required and demystify the policy document
- Capture business on the FA portal for all provided lines of business and submit for processing
• Britam customers
• Insurance sector players
- A KCSE certificate is a minimum requirement
- Certification or proof of study for COP is an added advantage.
- Excellent communication and interpersonal skills
- Above average computer skills
- Sales skills will be an added advantage
Unposting Date: 30-04-2021