Summary
Date Posted: Wednesday, January 11, 2023 , Base Salary: Not Disclosed

JOB DETAILS:

OLD MUTUAL Kenya wishes to invite applications from experienced, dynamic, innovative and high caliber individuals to fill the positions of Financial Advisor on Savings & Investments.

Duties and Responsibilities
• Prospecting for clients for the provision of insurance and investment services to both individual and corporate clientele
• 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 to maintain a strong customer service.

Qualifications, Skills and Ability Requirements
• Bachelor's degree/Diploma or relevant professional qualifications in areas such as education, marketing with a strong flair for sales-passion
• Minimum KCSE grade C and above
• Minimum Age- 27 Yrs
• Successful track record of selling in the financial services sector, teaching or any other relevant profession will be an added advantage;
• Highly networked and good at connecting with people;
• Prior experience in selling life or investments products will be a definite advantage.
• Certificate of Proficiency in insurance (COP) or equivalent professional certification, is an added advantage
• Good working knowledge of financial markets and financial products
• Results oriented and able to work under strict deadlines to meet sales targets
• Remuneration is 6 months upon meeting set targets.

Job Experience: No Requirements

Work Hours: 8

Level of Education: Bachelor Degree

Job application procedure

Interested and qualified candidates should forward their CV to: jane.mwangi@oldmutual.co.ke  using the position as subject of email.

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