Job Description
Our client is an Investment Advisory & Risk Management Agency providing clients with tailored solutions across wealth management, investments, insurance, financial protection, and risk management.
About the Role
Our client is looking for a motivated and results-driven Business Development Executive (BDE) to drive business growth by identifying, developing, and converting new client opportunities. The ideal candidate will have a minimum of 1 year of experience in selling insurance and investment products, strong relationship-building skills, and the ability to understand clients' financial needs and introduce appropriate solutions. This is a sales and business development role within an agency environment, with a strong focus on client acquisition, relationship management, and achieving agreed sales targets.
The successful candidate will primarily engage with affluent and high-net-worth individuals, helping them access suitable investment, insurance, wealth management, and risk management solutions.
Key Responsibilities
Identify, prospect, and develop relationships with affluent and high-net-worth individuals.
Generate new business opportunities through referrals, networking, events, partnerships, and other prospecting channels.
Conduct client meetings to understand financial goals, wealth protection needs, investment objectives, and risk profiles.
Present and explain appropriate investment, insurance, wealth management, and financial protection solutions.
Build and maintain a strong pipeline of prospective clients and consistently follow up on opportunities.
Develop long-term client relationships and identify opportunities for additional products and services.
Meet and exceed agreed sales and revenue targets.
Prepare proposals, quotations, presentations, and other client documentation.
Work closely with the firm's advisory, operations, and client-service teams to ensure a smooth client experience.
Maintain accurate records of client interactions, prospects, sales activities, and pipeline progress.
Stay informed about investment products, insurance solutions, market developments, and relevant regulatory requirements.
Participate in client events, networking opportunities, seminars, and other business development initiatives.
Ensure all sales activities are conducted professionally and in accordance with applicable regulatory and company requirements.
Requirements
Diploma or bachelor’s degree in finance, Economics, Business Administration, Insurance, Marketing, Accounting, or a related field.
Minimum 1 year of experience in insurance sales, investment sales, wealth management, or financial services.
Demonstrated ability to generate leads and convert prospects into clients.
Strong understanding of insurance and investment products.
Experience dealing with affluent or high-net-worth clients is an added advantage.
Professional qualifications in Insurance, Investments, Financial Planning, Risk Management, or Wealth Management are an added advantage.
Excellent communication, presentation, negotiation, and interpersonal skills.
Strong relationship-management and networking abilities.
Self-motivated, target-oriented, and comfortable working independently.
Professional appearance and confidence in dealing with senior executives, business owners, and high-net-worth clients.
Strong commercial awareness and ability to identify client needs and business opportunities.
Good organizational skills and ability to manage multiple client relationships and sales opportunities.
Benefits
What the Client Offers
Competitive compensation package with performance-based incentives.
Opportunity to work with high-net-worth clients and sophisticated financial solutions.
Professional development and product training.
Opportunities for career growth within the investment advisory and financial services sector.
A performance-driven and relationship-focused working environment
go to method of application »
Minimum qualifications
BA/BSc/HND , Diploma
How to apply
Use the link(s) below to apply on company website.
Business Development Executive
Operations Associate – Investments
https://www.myjobmag.co.ke/apply-now/1350266
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