Job Summary

Prospecting for clients for the provision of insurance and investment services and products including unit trusts, life insurance, monthly investment plans, education plans, General insurance, Retirement planning, offshore products etc.

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

Job Description/Requirements

Gross Salary: competitive

Location: Thika Road branch next to TRM

Responsibilities
•    Prospecting for clients for the provision of insurance and investment services and products including unit trusts, life insurance, monthly investment plans, education plans, General insurance, Retirement planning, offshore products etc.
•    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.
•    Setting up meetings, preparing, and delivering presentations to potential clients.
•    Developing and maintaining good working relationships with new and existing customers.
•    Introducing new products and promoting them through regular visits and frequent communication with existing clients and prospects.
•    Ensuring credibility with clients by maintaining detailed knowledge of current market conditions and industry products.
•    Delivering good customer service by responding swiftly to queries and concerns from clients

Qualifications
•    Diploma in Business related Courses
•    Successful track record of selling in the financial services sector, teaching or any other relevant profession
•    Prior experience in selling insurance will be a definite advantage
•    Recommended age is 25 years and above
•    Highly networked and adept at connecting with people
•    Results oriented and able to work under strict deadlines to meet sales targets
•    Ability to thrive in a high-pressure, fast-paced environment with minimum supervision.

How to Apply
If you are up to the challenge, possess the necessary qualification and experience; please send your CV only quoting the job title on the email subject (Financial Advisor).

Important Safety Tips

1. Do not make any payment without confirming with the BrighterMonday Customer Support Team. 2. If you think this advert is not genuine, please report it via the Report Job link below.

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