The Financial Advisor will report to the Unit Manger and work on strategic plans and initiatives to increase relationship productivity and develop proper contact networks within the channel partners.
Responsibilities for the Financial Advisor Job
Present, promote and sell our products to existing and prospective clients
Establish, develop and maintain positive business and customer relationships
Reach potential customers through cold calling
Achieve agreed upon sales targets and outcomes within schedule
Attend prospect and client meetings to make presentations and oversee follow up
Identifying opportunities for product development, and other product offerings
Any other duties as may be assigned from time to time
Requirements for the Financial Advisor Job
KCSE grade C+ and above
Diploma or Degree holder in any field
Proven work experience as a financial advisor
Highly motivated and target driven with a proven track record in sales
Excellent selling, communication and negotiation skills
Prioritizing, time management and organizational skills
Ability to create and deliver presentations tailored to the audience needs

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