Financial Advisor

1 month ago


Nairobi, Kenya Actuarial Consultancy Services (ACTSERV) Full time

ABOUT THE COMPANY

ACTSERV is an actuarial consulting firm with over two decades of business visibility. Having grown in scale and market share, we strive to improve on our service offering by embarking on adaptive technology that delivers cutting edge solutions. This allows us to walk with client teams in delivering on their value propositions.

JOB SUMMARY

Qualifications:Bachelor’s degree in Sales and Marketing or other relevant business-related field1-2 years’ experience selling a financial product or in a sales role in the Financial Services industryInvestment industry knowledge – an added advantage.Commitment to professional values and integrityDisplays initiative, self-drive, ownership of work, adaptability and flexibilityStrong prospecting, salesmanship, negotiation, communication, networking, client relations, problem-solving & computer skills

RESPONSIBILITIES

Market research and analysisFearless cold calling for business generationParticipate in product launches and campaignsClient engagement and relationships managementSkillfully closing sales and meeting the allocated sales targetsQuality lead generation and effective follow-up on prospective opportunitiesRecommend and execute business strategies in line with the company’s objectiveAssess clients’ needs and goals to sell & cross-sell Arima investment products and servicesEnsure compliance with regulatory requirements, including CMA regulation on private offersPerforming other related tasks as may be assigned from time to time.

REQUIRED SKILLS

Negotiation, Market research, intelligence, Customer service, Business development, Direct sales, Sales strategy, Investment advise, After sales, Customer support, CRM systems, Marketing

REQUIRED EDUCATION

Bachelor's degree



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