Financial Advisor at Britam

Responsibilities

• Provide financial planning support to clients.
• Selling all Insurance products to potential clients
• Provide personalized financial advisory to clients for sound investments, educational and savings plans.
• Offer solutions to clients on all round insurance products (Life, GI, Pensions, Medical and Asset Management).
• Sourcing for new markets and selling savings and investments plans to end users, both corporate and individuals.

Qualifications

• Bachelor's degree in Sales & Marketing, Finance and Insurance or related fields.
• 2+ years of industry experience
• Strong understanding of the investment business and Insurance products sales
• Excellent selling and interpersonal skills
• Excellent analytical skills.
• Self-driven and result oriented.
• ECOP/COP Qualification is an added advantage.
• Sales Agent in the Insurance and banking fields an added advantage.