Financial Advisor Savings & Investments
Coast & Nairobi, Kenya
1d ago
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Job Ad & Profile Description

Position : Financial Advisor Savings & Investments

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

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.
  • 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 a highly rewarding Commission based structure.
  • 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 June 2020.

    ONLY shortlisted candidates will be contacted.

    Job criteria for job ad : Financial Advisor Savings & Investments Job category : Sales Industries : Banking, insurance, finance Employment type : Permanent contract Region : Coast - Nairobi City : Nairobi Experience level : No experience Educational level : High school Spoken language : english fluent Number of Position(s) : 10

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