Insurance Financial Advisors Job Britam
Job Purpose
To drive business growth by acquiring and retaining clients while promoting suitable insurance and investment solutions to achieve set sales targets.
Key Responsibilities
- Identify and prospect for new clients through networking, referrals, and other sales channels.
- Build and maintain strong relationships with existing and prospective clients.
- Understand clients’ financial needs and recommend suitable insurance and investment solutions.
- Promote and sell Britam insurance and investment products.
- Generate leads and consistently follow up with prospective clients.
- Meet and exceed set sales and business development targets.
- Conduct client presentations and explain products, benefits, and terms clearly.
- Maintain accurate records of client information, sales activities, and follow-ups.
- Provide ongoing customer service and support to existing clients.
- Keep up to date with insurance, investment products, and market trends.
Qualifications
- KCSE C- or above, 23+ years old.
- Ambitious, self-motivated, and goal-oriented.
- Strong communication skills.
- Strong networking skills and building relationships.
- Passionate about sales and investments.
How to apply
If you are up to the challenge and possess the necessary qualification and experience; kindly forward your applications enclosing detailed curriculum vitae, and contacts of three referees tomomiruka@britam.com dekombe@britam.com pwnjue@britam.com jnmurithi@britam.com with (Insurance Financial Advisors) as the subject by close of business 28th September, 2026.
NB: Only shortlisted candidates will be contacted. If you do not receive any communication from us within two weeks of your application, kindly consider your application unsuccessful. We appreciate your interest and thank you for applying
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