Financial Advisors

4 days ago

Nairobi, Nairobi Area, Kenya APA Insurance Limited Full time 900,000 - 1,200,000 per year

Company Description

Apollo Group (Apollo Investments Limited) was established in 1977 as one of the first locally owned insurance companies in East Africa. Built on commitment, integrity, and innovation, Apollo Group has grown to become a leading financial group. APA Insurance, part of Apollo Investments Limited, underwrites general insurance risks and health insurance across Kenya and Uganda. APA Life Assurance provides life insurance and pension benefits, recognized for claims settlement excellence. Apollo Asset Management offers investment and wealth management services. The company is known for its innovative approaches and has earned the trust of policyholders through sound management practices.

Role Description

This is a full-time on-site role located in Nairobi for a Financial Advisor at APA Insurance Limited. The Financial Advisor will be responsible for providing financial planning and advisory services to clients. Day-to-day tasks include analyzing clients' financial status, developing customized financial plans, guiding clients on investments, retirement planning, and ensuring compliance with financial regulations. The role involves conducting meetings with clients to gather financial information, providing advice on insurance products, and staying updated on market trends.

Qualifications

  • KCSE Cetificate
  • 24 years and above
  • Good analytical and problem-solving skills
  • Good communication and interpersonal skills
  • Ability to work independently and meet deadlines
  • Certification in COP/ECOP is an added advantage
  • Experience in the insurance industry will be advantageous

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