We are looking to recruit experienced, dynamic, innovative and high caliber individuals to fill the position of Financial Advisor. Please note that this is a sales role.
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.
- Introduce and sell investments to customers and prospects through preparing and presenting a financial plan to the clients and monitoring their progress towards achieving their goals.
- Maintain a regular follow-up with clients to maintain a strong customer service.
- Review investments/strategies/goals with existing clients.
- Meet with clients and prospects to discuss and evaluate all aspects of financial planning and services.
- Determine specific customer needs and ensure that appropriate market transactions are executed.
- Develop and maintain contacts for the sales of personal investment products to existing and prospective customers.
- A BSc degree in Finance or a business related degree
- Minimum of 2 years experience in insurance and mutual funds sales
- Above 28 years of age.
- A strong track record of sales success and service excellence
- Demonstrated sales relationship development and customer service
- Previous experience as a financial advisor, financial consultant, financial planner or an investment advisor
- Unquestionable communication and interpersonal skills
- COP in insurance or its equivalent professional certification, added advantage
If this position is of interest to you, please apply to financialadvisor@british-american.co.ke with a covering letter quoting reference no AU11.U6 explaining how you would meet the demands of this challenging position (please do not send hard copies).
