The Duties Include:
Contacting clients and setting up meetings, either within an office environment or in business premises;
Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims;
Analyzing information and preparing plans best suited to individual clients’ requirements;
Completing risk analyses;
Researching the marketplace and providing clients with information on new and existing products and services;
Designing financial strategies; Assisting clients to make informed decisions; Researching information from various sources, including providers of financial products;
Reviewing and responding to clients changing needs and financial circumstances; Promoting and selling financial products to meet given or negotiated sales targets; Negotiating with product suppliers for the best possible rates; Liaising with head office and financial services providers;
Keeping up to date with financial products and legislation; Producing financial reports;
Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments;
Meeting the regulatory aspects of the role, e.g. Requirements for disclosure, costs of the services provided and also the advised products.
Requirements
K.C.S.E grade C,
Sales and Marketing experience for a minimum of 1 year.
Under graduate degree in Arts/Business related course is an added advantage.
Must be 23 years and above.
Should be residing in Nairobi.
Certificate of Proficiency (COP) certification is more desirable
Skills, Interests and Qualities
Excellent communication and listening skills
The ability to explain complex information clearly and simply
The ability to analyze and research information
Good sales negotiation and report writing skills
An interest in financial products and markets
Good math and computer skills Determination and motivation to meet targets Discretion and a trustworthy manner
Accuracy and attention to detail
A respect for private and confidential information.
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Life Insurance Sales Sales Executive
