Britam

Financial Advisor Job Nairobi Kenya

Nairobi County, Nairobi, Kenya
February 17, 2024
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Job Description

Financial Advisor Job Nairobi Kenya

he ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals by offering comprehensive financial advisory and Insurance solutions.

Responsibilities

  • Provide financial planning support to clients.
  • Provide financial planning solutions to clients.
  • Provide personalized financial advisory to clients for sound investments, educational and savings plans.
  • Offer solutions to clients on all round insurance products (Life, GI, Pensions, Medical and Asset Management).
  • Sourcing for new markets and selling savings and investments plans to end users.

Qualifications

  • Bachelor’s degree in Sales & Marketing, Finance and Insurance or related fields.
  • 5+ years of industry experience
  • Strong understanding of the investment business and Insurance products sales
  • Excellent selling and interpersonal skills
  • Excellent analytical skills.
  • Self-driven and result oriented.
  • ECOP/COP Qualification is an added advantage.
  • Sales Agent in the Insurance and banking fields an added advantage.

Financial Advisor Job Nairobi Kenya