Financial Advisor Savings & Investments

Industry
: Insurance
Duties and Responsibilities
• Prospecting for clients for the provision of insurance and investment services to both individual and corporate clientele
• Provide financial advice to clients according to their requirements and risk profile, as well as the performance of the specific portfolios
• Carry out a detailed-fact find review of the potential clients and recommend appropriate insurance and investment products.
• Maintain a regular follow-up with clients to maintain a strong customer service.
Required profile for job ad: Financial Advisor Savings & Investments
Qualifications, Skills and Ability Requirements
• Bachelor's degree / Diploma or relevant professional qualifications in areas such as education, marketing with a strong flair for sales-passion
• Minimum KCSE grade C
• Minimum Age- 25 Yrs
• Successful track record of selling in the financial services sector, teaching or any other relevant profession will be an added advantage;
• Highly networked and adopt at connecting with people;
• Prior experience in selling life or investments will be a definite advantage.
• Professional certification in insurance is an added advantage
• Good working knowledge of financial markets and financial products
• Results oriented and able to work under strict deadlines to meet sales targets
• Remuneration is a highly rewarding Commission based structure.
Candidates who meet the above requirements and wish to join us, can apply and submit their CV.
We wish to invite applications for experienced, dynamic, innovative and high caliber individuals to fill the positions of Financial Advisor Savings & Investments.