Financial Sales Consultant

20 hours ago

Nairobi, Nairobi Area, Kenya Britam Full time 600,000 - 1,200,000 per year

Company Description

Britam is a leading diversified financial services group listed on the Nairobi Securities Exchange, with interests across the Eastern and Southern Africa region. The company offers a wide range of financial products and services including insurance, asset management, banking, and property. Our product range includes life, health and general insurance, pensions, unit trusts, investment planning, wealth management, and more. We are dedicated to providing clients with comprehensive solutions tailored to their financial needs.

Role Description

This is a full-time, on-site role located in Nairobi County, Kenya for a Financial Advisor. The Financial Advisor will be responsible for providing clients with financial planning services, including investment, retirement, and wealth management advice. Day-to-day tasks include assessing clients' financial situations, recommending financial products, and developing personalized financial plans to meet clients' goals.

Qualifications

  • Expertise in Financial Planning and Financial Advisory
  • Experience in Finance, Investments, and Retirement Planning
  • Strong analytical and strategic thinking skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and collaboratively
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Relevant professional certifications such as ECOP, COP will be an advantage
  • Experience with financial services is beneficial

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