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Personal Financial Advisor - Nairobi

Anonymous Employer

Management & Business Development

Job Summary

The main role of a Personal Financial Advisor is to sell products and investment solutions to prospective and existing clients.

  • Minimum Qualification :
  • Experience Level :
  • Experience Length :

Job Description/Requirements

Description:       

Reporting to the Assistant Sales Manager /Sales Manager and operating in a highly competitive and dynamic environment, this challenging position requires the candidates to perform the following functions:

  • Sell investment schemes to prospective and existing clients;
  • Account management for existing clients;
  • Meet and exceed challenging but achievable sales targets;
  • Work in a high-pressure environment that offers minimum supervision.

 

Successful candidates will need to possess the following skills and experience:

  • An appropriate qualification/training in sales and marketing;
  • Aged 25 years and above.
  • Proven experience and success in selling financial services products: experience of selling unit trust investment or insurance products would also be an added advantage;
  • A high sales drive and a strong will to succeed;
  • Mature, confident, articulate and with strong communication skills;
  • Results oriented with ability to work under strict deadlines and meet sales targets;
  • COP in insurance or its equivalent professional certification, Driving own car added advantage
  • Well groomed, presentable and strong interpersonal skills;


Remuneration is an attractive and highly rewarding Commission based structure, with good financial assistance benefits for productive sales people.

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