Summary
Date Posted: 08th January 2019 , Base Salary: Not Disclosed , Employment Type: Full-Time , Currency: Ksh

JOB DETAILS:
Sanlam Investments East Africa (SIEA) is a leading fund manager in the region and has a strong record of accomplishment in service delivery and performance,with over KShs 230 billion (approximately US$ 2.3 billion) in assets under management. SIEA is part of the Sanlam Group, through its subsidiary Sanlam Emerging Markets. The Sanlam Group is a leading financial services group with operations in more than 30 African countries and a primary listing on the Johannesburg Stock Exchange.
Job description
Key Duties and Responsibilities
The Financial Advisor – Unit Trust Sales will report to the Distribution Manager and will be responsible for the following key deliverables:
• Network and generate leads and opportunities to sell the Unit Trust products
• Reach potential clients using various sales techniques
• Keep clients apprised of product and service enhancements, including changes in investment options.
• Assess and understand the clients overall financial position and based on their needs develop an investment plan
• Achieve set targets within the allocated timelines
• Conduct investor education to existing, new and future clients
• Preparation of daily, weekly, monthly sales reports
Minimum Qualifications, Experience and Skills
• Proven financial industry sales track record. Unit Trust sales will be an added advantage
• Degree in Marketing, Diploma in sales, or any other similar qualification from a recognized institution
• At least 1 years’ sales experience in financial services industry
• Excellent communication skills both in English and Swahili
• Self-motivation, drive and commitment
• Sales and negotiation skills
• Excellent reporting and presentation skills
• Result driven, honest and reliable
• Confident and ability to work in a multi-cultural environment

Job application procedure
Interested and suitably qualified candidates should forward their applications in PDF Format via email clearly quoting the job title in the subject area. The application should include a cover letter, detailed curriculum vitae indicating telephone contacts, mail address, names and contacts of three (3) referees and current remuneration to email address: recruitment@sanlameastafrica.com  to reach us by 15th January 2018