As part of our
aggressive growth strategy in 2012 and to strengthen the team to achieve
ambitious performance objectives, the Company wishes to recruit experienced, dynamic,
innovative and high caliber individuals to fill the positions of Financial Advisor.
Reporting to the Unit Manager and operating in a highly competitive and dynamic environment, this challenging position requires the candidates to perform the following functions:
Duties and ResponsibilitiesReporting to the Unit Manager and operating in a highly competitive and dynamic environment, this challenging position requires the candidates to perform the following functions:
- 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 to maintain a strong customer service.
Qualifications, Skills and Ability Requirements
- Bachelor's
degree or relevant professional qualifications in areas such as education,
marketing with a strong flair for sales.
- Minimum
KCSE grade C
- Minimum
Age- 28 (mandatory)
- Successful
track record of selling in the financial services sector, teaching or any
other relevant profession;
- Highly
networked and adept at connecting with people;
- Prior
experience in selling life or investments will be a definite advantage.
- COP in
insurance or its equivalent professional certification, added advantage
- Good
working knowledge of financial markets and financial products
- Results
oriented and able to work under strict deadlines to meet sales targets
- Ability
to thrive in a high-pressure, fast-paced environment with minimum
supervision
Remuneration is an attractive and highly rewarding Commission
based structure.
If this position is of interest to you, please apply to financialadvisor@british-american.co.ke with a covering letter quoting reference no FA.JAN.2012 explaining how you would meet the demands of this challenging position (please do not send hard copies).
In the event you do not hear from us, please consider your application unsuccessful.
If this position is of interest to you, please apply to financialadvisor@british-american.co.ke with a covering letter quoting reference no FA.JAN.2012 explaining how you would meet the demands of this challenging position (please do not send hard copies).
In the event you do not hear from us, please consider your application unsuccessful.