FINANCIAL ADVISOR
ICEA LION (THIKA BRANCH)
Accounting, Auditing & Finance
Banking, Finance & Insurance
KES
Confidential
Easy Apply
1 month ago
Job Summary
Offering insurance products such as investment, retirement, and saving plans.
- Minimum Qualification : Certificate
- Experience Level : Mid level
- Experience Length : 2 years
Job Description/Requirements
- Age 23yr & above
- Self motivated
- very good in networking & building relationships
- diploma/certificate in sales is an advantage
- Good communication skills
Remuneration: competitive commissions/ incentives
Responsibilities
- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
- Securing stocks and bonds and establishing progressive savings accounts
- Moving money from accounts per industry and federal regulations
- Performing market research to stay current with financial trends
- Preparing financial documents, such as income projections and investment reports
- Maintaining compliance with all rules and regulations in the financial industry
- Identifying and pursuing potential clients to maintain a strong client base
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