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Britam Insurance   |   Nairobi, Kenya   |   Log in or register to see the closing date

FA (Financial Advisor) Sales Executive

  • Bachelor's degree
  • Sales, marketing, promotion
  • Experienced (senior worker)
  • Full Time
  • Permanent
Click to apply

Job Summary

The job holder will be responsible for managing allocated branches and supporting financial advisors to generate sales and maintain client relationships. The individual will be responsible for generating individual sales and increasing overall Assets under Management. This position reports to the Financial Advisor Team Leader


Responsibilities

1. Sell Britam Asset Managers products to generate revenue and increase Asset under Management

2. Train Financial Advisors on Asset management Company Products, processes and market updates
3. Provide support in client relationship management
4. Ensure customer documentation is complete and in compliance with the AMC requirements.
5. Attend product trainings/portfolio review and be up to-date with the market developments
6. Create and maintain an information database/databank in the CRM system of all existing clients and prospective ones
7. Coordinate Reward and recognition initiatives for allocated branches
8. Support financial advisors on queries, AMC material, client requests
9. Adhere to internal and external risk and compliance standards
10. Deliver on performance requirements as defined in the departments’ strategy map, balanced scorecard and Personal Scorecard.


General Information

Salary rangeNot specified
Additional informationNot specified
Contract type: Permanent
Job type: Full Time
Location: Nairobi
Area of work: Sales, marketing, promotion
Seniority: Experienced (senior worker)

Job Requirements

Required education: Bachelor's degree
Required relevant work experience: 2 years
Required skills: Conflict and complaint resolution; Market research, intelligence; Business development; Product demonstration and promotion; Sales strategy; Payment collection
Required languages: English (Spoken: fluent | Written: fluent)

Click to apply

Britam Insurance

Banking, microfinance, insurance

We are a diversified financial group, listed on the Nairobi Securities Exchange, with interests across the Eastern Africa region. We offer a wide range of financial products and services in insurance, asset management, banking and property, with offices in Kenya, Uganda, Rwanda, South Sudan; and presence in Mozambique, Malawi and Tanzania, following the acquisition of Real Insurance in 2014. The product range includes: life, health and general insurance, pensions, unit trusts, investment planning, wealth management, off-shore investments, retirement planning, discretionary portfolio management, Property development and private Equity.Our Mission is to provide outstanding financial services to our customers.Our Vision is to be the most trusted financial service partner.We aim to provide our clients, with an unmatched offering, ensuring first class solutions that help secure the future.


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