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Tuesday, January 11, 2011

Financial Advisor (Insurance & Investment Sales) job in Kenya

As part of our growth strategy in 2011 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 following 10 positions.
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 (mandatory)
  • Successful track record of selling in the financial services sector, teaching or any other relevant profession;
  • 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
  • Inductive Reasoning – should have the ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).

    Remuneration is an attractive and highly rewarding Commission based structure.

    If this position is of interest to you, please apply to with a covering letter quoting reference no FA01-11 explaining how you would meet the demands of this challenging position (please do not send hard copies).

    Applications should be received not later than Friday, 31
    st January 2011

In the event you do not hear from us by 1st March 2011, please consider your application unsuccessful

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