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CIC Insurance Group   |   Eldoret, Kenya   |   Log in or register to see the closing date

Financial Advisor- Eldoret

  • Bachelor's degree
  • Sales, marketing, promotion
  • Basic level (worker)
  • Full Time
  • Permanent
Click to apply

Job Summary

Our organization is looking for an established and experienced Financial Advisor to assist our clients in managing their portfolios and investment strategies.
KCSE,COP/ECOP & Sales Experience is a plus.
Send your CV indicating your location in the subject line.


  1. Recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences.
  2. Execute and negotiate follow through of implementation vehicles including insurance, investments, tax planning, debt management, estate planning, and other tasks quoted to client.
  3. Decide how to build your practice by choosing your clients and the markets you want to pursue.
  4. Solicit clients actively via telephone, mail, referrals, etc.
  5. Maintain proper documentation following preset guidelines established by compliance and management.
  6. Comply with all industry rules and regulations.
  7. Producing financial reports.
  8. completing risk analyses

General Information

Salary rangeNot specified
Additional informationNot specified
Contract type: Permanent
Job type: Full Time
Location: Eldoret
Area of work: Sales, marketing, promotion
Seniority: Basic level (worker)

Job Requirements

Required education: Bachelor's degree
Required relevant work experience: 12 months
Required skills: General insurance; Risk analysis; Customer relations; Sales performance tracking and reporting; Financial reporting; Sales strategy; Investment advise
Required languages: English (Spoken: fluent | Written: fluent)

Click to apply

CIC Insurance Group

Banking, microfinance, insuranceCompany size: 1000+ people

For more than three decades, the CIC Insurance Group has dependably shouldered the risks of the Kenyan people through providing insurance services that help you plan for life stage needs, secure your future, protection you against rising health expenses and safeguard your investments. Besides giving our customers peace of mind, we continuously work towards living up to our commitment to safeguard the interests of individuals and businesses that insure with us by paying claims promptly. Our consistent adherence to our motto “We Keep Our Word” has made us the fastest growing insurance company in Kenya and the 2nd largest insurer by market share.

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