Financial Advisors (Multiple Vacancies)

Britam Insurance Company

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  Location: Kampala, Mbarara, Arua, Gulu, Mbale, Jinja, Lira

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  Category: Finance

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  Job Type: N/A

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  Salary ( UGX) : Monthly

Job Title Financial Advisors (Multiple Vacancies)
Reports To: Regional Service Center Manager
Department Business Development
Locations: Kampala | Mbarara | Arua | Gulu | Mbale | Jinja | Lira
Division General Insurance

Job Purpose:

The overall purpose is to generate new business for Britam by interacting with potential clients, understanding their needs, and guiding them to the best-suited insurance policies. This role involves both acquiring new customers and servicing existing ones while ensuring their satisfaction and trust in our services.

Key Responsibilities

1. Prospecting potential customers using direct methods such as calling and face-to-face meetings, and indirect methods such as networking.
2. Delivering excellent customer service by understanding client needs and matching them with suitable insurance products.
3. Regularly meeting sales targets and coordinating sales projects.
4. Supporting clients through the insurance claim process.
5. Keeping up to date with changes in the insurance industry and advising clients accordingly.
6. Providing feedback on the efficiency of the customer service process and suggesting improvements.
7. Maintaining records of all insurance policies and customers.
8. Assisting with the preparation of reports, presentations, and proposals.

Knowledge, experience, and qualifications required

1. Advanced Diploma or Bachelor's Degree in Business Management, Marketing, or related fields.
2. At least 2 years of experience in a sales or customer service role
3. Certificate of Proficiency in Insurance (COP) is an added advantage

Core Competencies

• Strong interpersonal skills and ability to work in a team-oriented and collaborative environment.
• A high sales drive and a strong will to succeed.
• Confident, articulate, and with strong communication skills.
• Results-oriented with the ability to work under strict deadlines and meet sales targets. 
• Well-groomed, presentable, and with strong interpersonal skills. 
• Excellent written and verbal communication skills including note-taking and summarizing skills and the ability to communicate well at all levels in a clear, appropriate, and timely manner. 
• Strong team player with excellent leadership skills

Mode of Remuneration: Commissions, based on revenue generated.

How to Apply: Please send your applications and relevant academic documents to hruganda@britam.com indicating the Role and Location being applied for

Deadline: Submit your online application on or before Monday, 17th July 2023. Only short-listed candidates will be contacted.