UAP Financial Advisor Job in Mombasa County

Financial Advisor

Category: Sales & Marketing
Location: Mombasa, 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.

Requirements:

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 mwakio.eyeson@gmail.com.