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Independent Financial Advisors

4 months ago

Nairobi, Nairobi Area, Kenya Jubilee Insurance Full time
Jubilee Insurance was established in August 1937, as the first locally incorporated Insurance Company based in Mombasa in 1937.

Jubilee Insurance has spread its sphere of influence throughout the region to become the largest Composite insurer in East Africa, handling Life, Pensions, general and Medical insurance.

Job Ref

No:
JAML006
Role Purpose
To provide Professional Investment Advisory services to our clients within the Retail, High Net worth & Institutional segments.

The successful candidate will be responsible for sourcing, retaining, and growing a client base by implementing financial planning solutions in line with the client's needs.

The role holder will be required to be up to date with macro-economic trends, market developments as well as monitoring corporate actions of listed companies.


Main duties and responsibilities:

Meeting clients to understand their financial objectives by selling & cross selling of all JAML Investment products and services.

Managing, maintaining and building new and existing client relationships.
Preparing and presenting proposals to existing and potential clients
Provide direct sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.
Participate in specific product campaigns by ensuring that the products are explained to customers.
Adhering to compliance, operational procedures, and practice management standards.

Assists clients grow their investment portfolios by giving them the right advice on where to invest the money for maximum returns while reducing risk.

Complies with all regulatory requirements in offering advice to clients to avoid penalties from regulators.
Consistently achieving the allocated sales targets.

Requirements
Key Competencies

Prospecting skills
Personal Branding & Good communication skills
Social Selling & Negotiation skills
Virtual Selling Skills
Able to work independently and deliver results without supervision.
Relationship management and networking skills
Able to plan and manage time effectively
Strong negotiation skills are required.
Ability to understand economic and financial trends is a requirement.

Qualifications

Bachelor's Degree/Diploma/Certificate in relevant field.
A Professional Certificate in Insurance or Investments – Certificate of Proficiency or CISI
Investment industry knowledge Mandatory.

Relevant Experience

Minimum of 3 years' sales experience in the Financial Services industry selling investment products or Insurance products.