Independent Financial Advisors (IFA) at Jubilee Insurance

Jubilee Insurance

  • Nairobi
  • Permanent
  • Full-time
  • 12 days ago
Job Ref. No: JAML006Role PurposeTo provide Professional Investment Advisory services to our clients within the Retail, High Net worth & Institutional segments. The successful candidate will be responsible for sourcing, retaining, and growing a client base by implementing financial planning solutions in line with the client’s needs. The role holder will be required to be up to date with macro-economic trends, market developments as well as monitoring corporate actions of listed companies.Main duties and responsibilities:
  • Meeting clients to understand their financial objectives by selling & cross selling of all JAML Investment products and services.
  • Managing, maintaining and building new and existing client relationships.
  • Preparing and presenting proposals to existing and potential clients
  • Provide direct sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.
  • Participate in specific product campaigns by ensuring that the products are explained to customers.
  • Adhering to compliance, operational procedures, and practice management standards.
  • Assists clients grow their investment portfolios by giving them the right advice on where to invest the money for maximum returns while reducing risk.
  • Complies with all regulatory requirements in offering advice to clients to avoid penalties from regulators.
  • Consistently achieving the allocated sales targets.
Key Competencies
  • Prospecting skills
  • Personal Branding & Good communication skills
  • Social Selling & Negotiation skills
  • Virtual Selling Skills
  • Able to work independently and deliver results without supervision.
  • Relationship management and networking skills
  • Able to plan and manage time effectively
  • Strong negotiation skills are required.
  • Ability to understand economic and financial trends is a requirement.
Qualifications
  • Bachelor’s Degree/Diploma/Certificate in relevant field.
  • A Professional Certificate in Insurance or Investments – Certificate of Proficiency or CISI
  • Investment industry knowledge Mandatory.
Relevant Experience
  • Minimum of 3 years’ sales experience in the Financial Services industry selling investment products or Insurance products.
Method of ApplicationIf you are qualified and seeking an exciting new challenge, please apply via jamlretailsales@jubileekenya.com before 25 th April 2024 clearly quoting the Job Reference Number & Job title Only shortlisted candidates will be contacted.Build your CV for free.

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