Peter Obara

Am a graduate from Jomo Kenyatta University of Agriculture and Technology (JKUAT) with a BSc. Actuarial Science and holder of Certificate of Proficiency in insurance studies, from the College of Insurance. i have worked at old mutual insurance. In addition, i hold high degree of integrity, positive thinking, high energy level, effective communication both verbal and written, Proficiency in Word, Excel, PowerPoint, C++, flexible and versatile team player.

OLD MUTUAL ASSURANCE COMPANY

August, 2016 to Dec, 2020 Old Mutual Kenya Assurance Company

Position Financial Advisor

Duties and Responsibilities

• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
• Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
• Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
• Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
• Attend to any other company functions as instructed.

Position: Financial Advisor/Sales officer

• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
• Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
• Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
• Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
• Attend to any other company functions as instructed.

• Bachelor of Science, Actuarial Science

Jomo Kenyatta University of Agriculture and Technology (JKUAT, Main Campus)

• Kenya Certificate of Secondary Education: Butula Boys High School
• Kenya Certificate of Primary Education: St. Augustine’s Boys Primary School