Financial Advisor

NairobiKE

Full-time

Bachelor

3 months ago02/23/202403/24/2024

- Accepting Applications

Key Duties and Responsibilities:

  • Market research and analysis
  • Fearless cold calling for business generation
  • Participate in product launches and campaigns
  • Client engagement and relationships management
  • Skillfully closing sales and meeting the allocated sales targets
  • Quality lead generation and effective follow-up on prospective opportunities
  • Recommend and execute business strategies in line with the company’s objective
  • Assess clients’ needs and goals to sell & cross-sell Arima investment products and services
  • Ensure compliance with regulatory requirements, including CMA regulation on private offers
  • Performing other related tasks as may be assigned from time to time.

Qualifications:

  • Bachelor’s degree in Sales and Marketing or other relevant business-related field
  • 1-2 years’ experience selling a financial product or in a sales role in the Financial Services industry
  • Investment industry knowledge – an added advantage.
  • Commitment to professional values and integrity
  • Displays initiative, self-drive, ownership of work, adaptability and flexibility
  • Strong prospecting, salesmanship, negotiation, communication, networking, client relations, problem-solving & computer skills

Interested and qualified? Go to Actserv on actserv.co.ke to apply

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Actserve

ACTSERV is an actuarial consulting firm with over two decades of business visibility. Having grown in scale and market share, we strive to improve on our service offering by embarking on adaptive tech...