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.