Insurer Upscales Financial Skillsets Of Agency Managers


Kenya Orient Life Assurance Limited has set out to upscale the financial skillsets of its agency managers by empowering them with the book Wallet Words.


Wallet Words by author and financial coach Wahome Ngari is a practical guide to managing personal finances for financial fitness. The life assurance provider through the book aims to empower their agency managers with knowledge and skills that will help them offer viable solutions to their respective sales agents and clients while diligently managing their finances and investments.


“Our mission as a life assurance provider has been to provide relevant lifetime financial solutions to our customers. For us to achieve this, we are cognisant that our services and products have to continually evolve to meet the needs and expectations of our customers,”

said Kenya Orient Life Assurance General Manager Jackson Muli.


Agency managers are tasked with providing clients with financial advice on life assurance products and also ensuring that the relevant policies and guidelines are upheld, customer satisfaction is achieved and critical business targets are met.


“Our agency managers are critical to us because they interact with clients and sales agents every day. By empowering them with the knowledge from this book we are reaffirming our commitment to advancing the financial skillsets of our staff and in turn growing with our customers by making their life our priority,”

he concluded.

Kenya Orient Life Assurance GM Jackson Muli(R), Agency Manager Annflorence Makanga& Financial coach and Author Wahome Ngari during the handover of the authors book Wallet Words to agency managers of the life assurance provider in a bid to upscale their financial skills to better serve customers PHOTO/COURTESY


The captivating, enriching and empowering book on matters money and personal finance focuses on seven key chapters. The seven chapters are on money being a mind-set, the financial journey of life, taking charge of money, delving into personal financial planning, effectively income management, understanding taxes and credit management.

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