As part of our aggressive growth strategy in 2012 and to
strengthen the team to achieve ambitious performance objectives, the Company
wishes to recruit experienced, dynamic, innovative and high caliber individuals
to fill the positions of Financial Advisor.
Reporting to the Unit Manager and operating in a highly competitive and dynamic
environment, this challenging position requires the candidates to perform the
following functions:Duties and 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 to maintain a strong customer service.
Qualifications, Skills and Ability Requirements
- Bachelor's
degree or relevant professional qualifications in areas such as education,
marketing with a strong flair for sales.
- Minimum KCSE
grade C
- Minimum Age- 28
- Successful track
record of selling in the financial services sector, teaching or any other
relevant profession will be an added advantage;
- Highly networked
and adept at connecting with people;
- Prior experience
in selling life or investments will be a definite advantage.
- COP in insurance
or its equivalent professional certification, added advantage
- Good working
knowledge of financial markets and financial products
- 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
- Remuneration is
an attractive and highly rewarding Commission based structure.
In the event you do not hear from us, please consider your application unsuccessful
