Cherotich Maritim
@cherotichmaritim
Driven financial advisor and unit manager specializing in insurance sales, advisory services, and team leadership.
KenyaWhat I'm looking for
I am a results-oriented financial advisor and unit manager with broad experience in insurance sales, bancassurance, and credit assessments. I consistently meet sales targets, drive premium growth, recruit and train advisors, and maintain high-quality business persistency.
My background includes roles at CIC Insurance Group, Jubilee Insurance, KCB Group and Britam, where I delivered holistic financial advice, conducted detailed needs analyses, and managed client relationships across retail and bancassurance channels.
I hold a Bachelor of Science in Actuarial Science with IT and completed a Financial Markets course from Yale. I combine technical skills (Excel, Power BI, Microsoft Office) with strong planning, documentation and interpersonal abilities to support organizational growth and client financial well-being.
Experience
Work history, roles, and key accomplishments
Unit Manager
CIC Insurance Group
Oct 2025 - Present (1 month)
Achieved sales targets and drove premium growth by recruiting and activating insurance advisors while ensuring high persistency and compliance; set performance goals and delivered ongoing coaching.
Financial Advisor
CIC Insurance Group
Jun 2025 - Sep 2025 (3 months)
Provided holistic financial advice including retirement planning, investing, and risk management through detailed financial needs analyses covering assets, liabilities, taxes, and insurance.
Bancassurance Sales Rep
Jubilee Insurance
Jun 2024 - Jan 2025 (7 months)
Promoted insurance products via bancassurance channels and collaborated with relationship managers to deliver personalized investment advice aligned to clients' risk tolerance and goals.
Bancassurance Officer
KCB Group
Oct 2023 - Jun 2024 (8 months)
Delivered accurate financial advisory services to bank customers through referrals and teleconsultation, promoting insurance products and assessing client investment preferences and risk tolerance.
Financial Advisor
CIC Insurance Group
May 2022 - Oct 2023 (1 year 5 months)
Provided comprehensive financial advice on retirement planning, investments, and risk mitigation and conducted thorough financial needs analyses including insurance reviews and tax considerations.
Financial Advisor
Britam Holdings
Feb 2022 - May 2022 (3 months)
Advised clients on retirement planning, investments, and risk mitigation while conducting detailed analyses of assets, liabilities, taxes, and existing insurance coverages.
Loan Officer
Platinum Credit Ltd
Apr 2021 - Feb 2022 (10 months)
Evaluated and authorized loan applications by assessing creditworthiness, preparing loan proposals, educating clients on policies, and ensuring compliance for timely processing.
Education
Degrees, certifications, and relevant coursework
YOYale University (online)
Certificate, Financial Markets
2022 - 2022
Grade: 90.50
Completed an online Financial Markets course with honors, achieved a score of 90.50.
Jaramogi Oginga Odinga University of Science and Technology
Bachelor of Science, Actuarial Science with IT
2015 - 2018
Grade: Second class
Bachelor of Science in Actuarial Science with IT, completed with Second Class honors, covering actuarial and information technology subjects.
Kaboson Girls High School
High School Diploma, Secondary Education
2010 - 2013
Grade: A-
Completed secondary education and obtained a High School Diploma with A- grade.
Tech stack
Software and tools used professionally
Availability
Location
KenyaAuthorized to work in
Job categories
Interested in hiring Cherotich ?
You can contact Cherotich and 90k+ other talented remote workers on Himalayas.
Message CherotichFind your dream job
Sign up now and join over 100,000 remote workers who receive personalized job alerts, curated job matches, and more for free!
