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.
How to apply:
Interested and qualified candidates should forward their CV to: [email protected] using the position as subject of email.
