Independent Financial Advisor job in Kenya

Job Title/Function: IFA

Department: Business Development

Reports to:  Senior Advisor
  
Job Scope

Overall Purpose of the Job

• After understanding client needs, to explain to the client what gaps they have in their financial planning and   provide solutions for these gaps.
• To get the client to sign up with solutions from us.
• To provide “wow” after sales service.

Main Activities and Tasks

• Achieve sales targets set by management
• Prospect clients through:

1. cold calling
2. Personal networking
3. Standard referral system
4. Group presentations
5. Participating in expos and marketing events

• Create need for WIS products in prospective clients
• Generate business via cross-selling to existing clients
• Present periodic reports on performance to supervisor
• Attend and participate company sponsored corporate events
• Liaise with internal departments in order to service clients.
• Service existing client via:

1. Personal visits
2. Telephone calls
3. Email correspondence

Job Specifications

Education /Professional Qualifications:

• University degree, preferably in a Business related field.
• Professional qualification in financial advisory
• Computer literate and possessing excellent communication, organizational and presentation skills.
• Knowledge of the local and International Financial Markets.

Skills:
 

Communication

• Must have good communication skills that reflect a professional image of the Company in order to cultivate and develop a long-term relationship with clients.
• Excellent verbal and written communication skills.
• Ability to work with minimum supervision.
• Should be able to comprehend and execute instructions from superiors.
• Outgoing and passionate about working with and for people.

Co-operation

• Should be able to work closely as a team member with colleagues and superiors.

Initiative

• Innovative, proactive and creative, especially with regards to developing systems, policies, procedures and problem solving.
• Must be able to react and keep abreast of daily changes in the industry.
• Must be able to think fast and provide solutions to problems and client expectations.
• Should have the ability to develop and derive new procedures and processes to improve customer service.

Adaptability

• Should be able to handle pressure and stress of customer and staff demands.
• Should be able to handle pressure and stress of an excessive workload and extra responsibilities at times.
• Is open to and is able to cope with change, is able to deal with ambiguity as a result of change.
• Good time management and multi tasking skills.

Experience

• At least 1 year experience on selling financial products, or 3 years experience in Corporate Sales.

Personality Requirements:

• Honest and Hardworking with the ability to maintain the highest level of confidentiality in all correspondence and process.
• Quick thinker – is able to think on their feet.
• Resilient – Emotionally restrained, rarely upset by criticism.
• Takes the initiative within the freedom to act.
• Optimistic – Able to keep spirits up despite setbacks.
• Innovative – generates ideas, showing ingenuity and thinks up solutions.
• Achievement/ results oriented – Needs to do well, enjoys challenges, and is strongly motivated to achieve impressive results.
• Assertive - will put forward an idea or view despite opposition and without violating rights of others.
• Affiliative – shares with and consults others, enjoys working in a collaborative context.
• Socially Confident – At ease with meeting people, knows what to say and is quick to establish rapport.

Email CV to monicah.kimani@hallmarkrecruitment.com