Financial Adviser Job, Current Finance Jobs,

Title: Financial Adviser,

Gross Salary: Competitive,

Location: Nairobi,

Our Client is a leading Corporate Insurance Company limited based in Nairobi. They seek to hire a full-time Financial Adviser with sales experience to push sales for the company and maintain a regular follow-up with clients building strong relationships.

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.
  • 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 the potential clients and recommend appropriate insurance and investment products.
  • Maintain a regular follow-up with clients.
  • Setting up meetings, preparing, and delivering presentations to potential clients.
  • Developing and maintaining good working relationships with new and existing customers.
  • Introducing new products and promoting them through regular visits and frequent communication with existing clients and prospects.
  • Ensuring credibility with clients by maintaining detailed knowledge of current market conditions and industry products.
  • Delivering good customer service by responding swiftly to queries and concerns from clients

Click Here To Apply

N.B: Looking For A New Job? Find Your Next Job With Us. Click Here To Register Your CV. It’s Free.