UAP Life Insurance
Financial Advisor
Category: Sales & Marketing
Location: Nairobi, Kenya
Employment Type: Full-Time
Description: Reporting to the Unit Manager and operating in a highly competitive and dynamic environment, this challenging position requires the candidates to perform the following functions:
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 or relevant professional qualifications in areas such as education, marketing with a strong flair for sales.
Successful track record of selling in the financial services sector, teaching or any other relevant profession will be an added advantage;
Highly networked and adopt at connecting with people;
Prior experience in selling life or investments will be a definite advantage.
COP in insurance or its equivalent professional certification, added advantage
Good working knowledge of financial markets and financial products
Results oriented and able to work under strict deadlines to meet sales targets
Ability to thrive in a high-pressure, fast-paced environment with minimum supervision
Remuneration is an attractive and highly rewarding Commission based structure.Financial Advisor
Category: Sales & Marketing
Location: Nairobi, Kenya
Employment Type: Full-Time
Description: Reporting to the Unit Manager and operating in a highly competitive and dynamic environment, this challenging position requires the candidates to perform the following functions:
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 or relevant professional qualifications in areas such as education, marketing with a strong flair for sales.
Successful track record of selling in the financial services sector, teaching or any other relevant profession will be an added advantage;
Highly networked and adopt at connecting with people;
Prior experience in selling life or investments will be a definite advantage.
COP in insurance or its equivalent professional certification, added advantage
Good working knowledge of financial markets and financial products
Results oriented and able to work under strict deadlines to meet sales targets
Ability to thrive in a high-pressure, fast-paced environment with minimum supervision
If you meet the above qualifications kindly send your Application letter and CV to NMwani@uap-group.com