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.
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- 28 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.
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
Remuneration is 6 months support structure and attractive and highly rewarding Commission based structure.
HOW TO APPLY
Candidates who meet the above requirements and wish to join us, can apply and submit Electronic applications accompanied by copies of certificates, ID, detailed curriculum vitae, testimonials, Three names of your referees.
Before 30th December 2019
ONLY shortlisted candidates will be contacted.
UAP-OLD MUTUAL GROUP wishes to invite applications for experienced, dynamic, innovative and high caliber individuals to fill the positions of Financial Advisor Savings & Investments.