Job Summary

We are looking for energetic, focused and driven individuals with a proven track record in driving sales to join our organization in business development and sales.

  • Minimum Qualification: Diploma
  • Experience Level: Entry level
  • Experience Length: 1 year

Job Description

Salary: An Attractive Commission

The position requires self-motivated individuals with great sales capabilities. 

The Duties Include: 

  1. Contacting clients and setting up meetings with the aim to close deals.
  2. Reviewing in-depth, the financial circumstances of clients in their current provision and future aims through analysis of available information and thereby preparing plans best suited to clients' particular requirements.
  3. Undertake complete risk analysis for al clients in your portfolio. 
  4. Conduct market research and provide clients with information on new and existing products and services.
  5. Possess the ingenuity to design financial strategies that assists clients to make informed decisions and researching information from various sources, including other providers of financial products.
  6. Reviewing and responding to client’s dynamic needs and changing financial circumstances thereby promoting and selling financial products allowing you to meet given or negotiated sales targets
  7. Negotiate with product suppliers for the best possible rates through consistent liaison with the head department as well as head office and financial services providers.
  8. Staying abreast with financial products and legislation as well as producing financial reports.
  9. Contacting clients with news of new financial products and/or changes to legislation that may alter their savings and investments.
  10. Meeting the regulatory aspects of the role, e.g. Requirements for disclosure, costs of the services provided, and also the advised products.  


If you have the below requirements;

  1. K.C.S.E grade C, 
  2. Sales and Marketing Experience for a minimum of 1 year. 
  3. Undergraduate Degree holders and Diploma holders in Business related course is an added advantage. 
  4. Must be 27 years and above.
  5. Should be a Nairobi resident.
  6. Certificate of Proficiency (COP) certification is more desirable

Skills, Interests and Qualities 

  1. You should have excellent verbal expression and listening skills.
  2. The ability to breakdown complex information and explain clearly and simply.
  3. You should possess the strong ability to research and analyze information. 
  4. Good sales negotiation and report writing skills.
  5. You are required to have an interest in financial products and markets.
  6. Good mathematical and computer skills coupled with a determination and motivation to meet targets.
  7. You should uphold discretion, display trustworthy manner as well as be accurate, meticulous and attentive to detail.
  8. You will be expected to display respect for private and confidential information.

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