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CIC Insurance Group | Embu, Kenya | Log in or register to see the closing date
Financial Advisor- Embu
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- Bachelor's degree
- Sales, marketing, promotion
- Basic level (worker)
- Full Time
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 preferred location in the subject line.
- Recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences.
Execute and negotiate follow through of implementation vehicles including insurance, investments, tax planning, debt management, estate planning, and other tasks quoted to client.
Decide how to build your practice by choosing your clients and the markets you want to pursue.
Solicit clients actively via telephone, mail, referrals, etc.
Maintain proper documentation following preset guidelines established by compliance and management.
Comply with all industry rules and regulations.
Producing financial reports.
- completing risk analyses
General InformationSalary range
: Not specifiedAdditional information
: Not specifiedContract type
: PermanentJob type
: Full TimeLocation
: EmbuArea of work
: Sales, marketing, promotionSeniority
: Basic level (worker)
Job RequirementsRequired education
: Bachelor's degreeRequired relevant work experience
: 12 monthsRequired skills
: General insurance; Risk analysis; Customer relations; Sales performance tracking and reporting; Financial reporting; Sales strategy; Investment adviseRequired languages:
English (Spoken: fluent | Written: fluent)
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