Requirements
Doing presentations to prospective clients and selling to them suitable insurance products or other products according to their needs.
Meeting sales targets as may be set by the company from time to time.
Ensuring high persistency of payments through follow ups and reminders.
Maintaining close relationships with clients and updating them on the status of their policies, new products and any other information they may require.
Initiating and following through premium collection procedures such as collecting cheques and other payment authority documents.
Dedicated customer service to clients at all times including assisting the client to effect changes on their policies.
Promoting the company brand and making sales during activations and other company events.
Attending branch and unit meetings as may be required by the branch manager or unit manager.
Maintaining regular contact with clients and providing additional insurance policies or other products whenever needed.
Developing and maintaining a wide network of friends, special interest groups and social clubs necessary for forming a base of marketing and referrals.
Learning and using the company software available for financial advisors in generating quotations and customer service.
Delivering of policy documents to clients in good time.
Qualifications for the Financial Advisors
KCSE Mean grade of C- and above or equivalent
University degree/Diploma is an added advantage
Candidate should have a minimum age of 23 years
Demonstrate good written and oral communication skills
Experience in sales is an added advantage
Certificate of proficiency is an added advantage
