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Independent Financial Advisors(IFAs)

2 months ago

Nairobi, Nairobi Area, 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

We are seeking to onboard Independent Financial Advisors (IFAs), with experience within the financial services industry, Sales & Marketing to source, retain, and grow client base for Arima Fund Ltd while earning attractive and competitive commissions.Qualifications:Diploma or Bachelor's degree in Sales and Marketing or other relevant qualificationExperience in Sales or selling a financial product/ similar role in the Financial Services industryInvestment industry knowledge- an added advantage.Commitment to professional values and integrityDisplays initiative, self-drive and passion for workStrong prospecting, salesmanship, communication, networking, client retention and relation skills

RESPONSIBILITIES

Skillfully close sales as an independent financial advisorAssess clients' needs and goals to sell Arima investment products and servicesEnsure compliance with regulatory requirements, including CMA regulation on private offers

REQUIRED SKILLS

Budgeting, financial planning, Reporting, Investment advise

REQUIRED EDUCATION

Diploma, Associate's degree