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Financial Advisor Savings & Investments

Job Summary

We wish to invite applications for experienced, dynamic, innovative and high caliber individuals to fill the positions of Financial Advisor Savings & Investments.

  • Minimum Qualification: Diploma
  • Experience Level: Mid level
  • Experience Length: 2 years

Job Description

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.

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