Financial Advisor.

We are looking to recruit experienced, dynamic, innovative and high caliber individuals to fill the position of Financial Advisor. Please note that this is a sales role.

Reporting to the Unit Manager and operating in a highly competitive and dynamic environment, this challenging position requires the candidates to perform the following functions:

Duties and Responsibilities

• Prospecting for clients for the provision of insurance and investment services and products including unit trusts, life insurance, monthly investment plans, education plans, General insurance, Retirement planning, offshore products etc.
• Introduce and sell investments to customers and prospects through preparing and presenting a financial plan to the clients and monitoring their progress towards achieving their goals.
• Maintain a regular follow-up with clients to maintain a strong customer service.
• Review investments/strategies/goals with existing clients.
• Meet with clients and prospects to discuss and evaluate all aspects of financial planning and services.
• Determine specific customer needs and ensure that appropriate market transactions are executed.
• Develop and maintain contacts for the sales of personal investment products to existing and prospective customers.

Qualifications, Skills and Ability Requirements

• A BSc degree in Finance or a business related degree
• Minimum of 2 years experience in insurance and mutual funds sales
• Above 28 years of age.
• A strong track record of sales success and service excellence
• Demonstrated sales relationship development and customer service
• Previous experience as a financial advisor, financial consultant, financial planner or an investment advisor
• Unquestionable communication and interpersonal skills
• COP in insurance or its equivalent professional certification, added advantage

Remuneration is an attractive and highly rewarding Commission based structure.

If this position is of interest to you, please apply to financialadvisor@british-american.co.ke with a covering letter quoting reference no AU11.U6 explaining how you would meet the demands of this challenging position (please do not send hard copies).