Independent Financial Advisors (IFA) at Jubilee Insurance
Jubilee Insurance
- Nairobi
- Permanent
- Full-time
- 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.
- 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.
- Bachelor’s Degree/Diploma/Certificate in relevant field.
- A Professional Certificate in Insurance or Investments – Certificate of Proficiency or CISI
- Investment industry knowledge Mandatory.
- Minimum of 3 years’ sales experience in the Financial Services industry selling investment products or Insurance products.
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