Summary
Date Posted: Thursday, November 28, 2019 , Base Salary: Not Disclosed

JOB DETAILS:
UAP-OLD MUTUAL GROUP wishes to invite applications for experienced, dynamic, innovative and high caliber individuals to fill the positions of Financial Advisor Savings & Investments. .

  Job Responsibilities:
• Prospecting for clients for the provision of insurance and investment services to both individual and corporate clientele
• Provide financial advice to clients according to their requirements and risk profile, as well as the performance of the specific portfolios
• Carry out a detailed-fact find review of the potential clients and recommend appropriate insurance and investment products.
• Maintain a regular follow-up with clients to maintain a strong customer service

Job Skills: Not Specified

  Job Qualifications:
• Bachelor's degree/Diploma or relevant professional qualifications in areas such as education, marketing with a strong flair for sales-passion
• Minimum KCSE grade C
• Minimum Age- 28 Yrs
• Successful track record of selling in the financial services sector, teaching or any other relevant profession will be an added advantage;
• Highly networked and adopt at connecting with people;
• Prior experience in selling life or investments will be a definite advantage.
• COP in insurance or its equivalent professional certification, added advantage
• Good working knowledge of financial markets and financial products
• Results oriented and able to work under strict deadlines to meet sales targets

Job Education Requirements: Not Specified
Job Experience Requirements: Not Specified

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Job application procedure
Candidates who meet the above requirements and wish to join us, can apply and submit Electronic applications accompanied by copies of certificates, ID, detailed curriculum vitae, testimonials, Three names of your referees. Before 30th December 2019. ONLY shortlisted candidates will be contacted.

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