Friday, May 3, 2013

UAP Financial Advisor Job in Mombasa County

Financial Advisor

Category: Sales & Marketing
Location: Mombasa, Kenya
Employment Type: Full-Time
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.

If you meet the above qualifications kindly send your Application letter and CV to