Investment advisor

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Our client, one of the leading insurance and financial services companies in East Africa, with their headquarters in Nairobi and a network of branches spread across Kenya, and East Africa
They recognize that to achieve leadership they have to be revolutionary, customer focused and inclusive. They continuously innovate and set the pace for the market. It is in this light that they are looking for the best sales staff in the market to fill in the position of Investment advisor

Key roles;
  • Planning and prioritizing personal sales activities geared towards achieving agreed business targets.
  • Maintain and develop new customers through appropriate prospecting sales methods, and relevant internal liaison, to optimize quality of service, business growth and customer satisfaction.
  • Manage and retain clients through a thorough and professional customer service
  • 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 potential clients and recommend appropriate investments products.
  • Respond to follow up sales enquiries
  • Report on weekly sales according to organizations requirements.

Qualifications;
  • An undergraduate degree and or /appropriate qualification/training in sales and marketing
  • Work experience in financial service sector would be an added advantage .i.e banks, insurance companies

  • Having sold/selling investment plans is an added advantage
If qualified’ kindly send your application letter and CV to jobs@jantakenya.com clearly indicating ‘Investment Advisor-Nairobi’ on the subject line by 20th June, 2015. Do not attach any certificates.
Only shortlisted candidates shall be contacted.

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