OLD MUTUAL Kenya wishes to invite applications from experienced, dynamic, innovative and high caliber individuals to fill the positions of Financial Advisor on 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.
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 and above
Minimum Age- 27 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 good at connecting with people;
Prior experience in selling life or investments products will be a definite advantage.
Certificate of Proficiency in insurance (COP) or equivalent professional certification, is an 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 upon meeting set targets.
Interested and qualified candidates should forward their CV to: jane.mwangi@oldmutual.co.ke using the position as subject of email.
Apply via :
jane.mwangi@oldmutual.co.ke
