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Independent Financial Advisor Career in Kenya

Job Title/Function: IFA

Department: Business Development

Reports to:  Senior Advisor
Job Scope

Overall Purpose of the Job

  • After understanding client needs, to explain to the client what gaps they have in their financial planning and   provide solutions for these gaps.
  • To get the client to sign up with solutions from us.
  • To provide “wow” after sales service.
Main Activities and Tasks
  • Achieve sales targets set by management
  • Prospect clients through:
  1. cold calling
  2. Personal networking
  3. Standard referral system
  4. Group presentations
  5. Participating in expos and marketing events
  • Create need for WIS products in prospective clients
  • Generate business via cross-selling to existing clients
  • Present periodic reports on performance to supervisor
  • Attend and participate company sponsored corporate events
  • Liaise with internal departments in order to service clients.
  • Service existing client via:
  1. Personal visits
  2. Telephone calls
  3. Email correspondence
Job Specifications

Education /Professional Qualifications:
  • University degree, preferably in a Business related field.
  • Professional qualification in financial advisory
  • Computer literate and possessing excellent communication, organizational and presentation skills.
  • Knowledge of the local and International Financial Markets.
  • Must have good communication skills that reflect a professional image of the Company in order to cultivate and develop a long-term relationship with clients.
  • Excellent verbal and written communication skills.
  • Ability to work with minimum supervision.
  • Should be able to comprehend and execute instructions from superiors.
  • Outgoing and passionate about working with and for people.
  • Should be able to work closely as a team member with colleagues and superiors.
  • Innovative, proactive and creative, especially with regards to developing systems, policies, procedures and problem solving.
  • Must be able to react and keep abreast of daily changes in the industry.
  • Must be able to think fast and provide solutions to problems and client expectations.
  • Should have the ability to develop and derive new procedures and processes to improve customer service.
  • Should be able to handle pressure and stress of customer and staff demands.
  • Should be able to handle pressure and stress of an excessive workload and extra responsibilities at times.
  • Is open to and is able to cope with change, is able to deal with ambiguity as a result of change.
  • Good time management and multi tasking skills.
  • At least 1 year experience on selling financial products, or 3 years experience in Corporate Sales.
Personality Requirements:
  • Honest and Hardworking with the ability to maintain the highest level of confidentiality in all correspondence and process.
  • Quick thinker – is able to think on their feet.
  • Resilient – Emotionally restrained, rarely upset by criticism.
  • Takes the initiative within the freedom to act.
  • Optimistic – Able to keep spirits up despite setbacks.
  • Innovative – generates ideas, showing ingenuity and thinks up solutions.
  • Achievement/ results oriented – Needs to do well, enjoys challenges, and is strongly motivated to achieve impressive results.
  • Assertive - will put forward an idea or view despite opposition and without violating rights of others.
  • Affiliative – shares with and consults others, enjoys working in a collaborative context.
  • Socially Confident – At ease with meeting people, knows what to say and is quick to establish rapport.
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