Retirements Savings Advisor at Janta Kenya

Savings Advisor Job Responsibilities

• Sell retirement savings products i.e. (provident and pension funds, Corporate trustee services, Estate Planning) to prospective individual and corporate clients.
• Contacting clients and setting up meetings in the office, clients’ homes or business premises.
• Conducting in-depth reviews of clients’ financial circumstances, current position and future goals.
• Analyzing information and preparing plans best suited to individual clients’ requirements.
• Sign-in, manage and retain clients and their accounts and maintain a strong customer service.
• Meet and exceed exciting and aggressive work targets.
• Work in a high-pressure, fast-paced environment within an entrepreneurial culture that offers minimum supervision.
• Build Rapport with Colleagues to generate from them successful leads.
• Carry out a detailed-fact find review of the potential clients and recommend appropriate insurance and retirement savings products.

Qualifications for the Savings Advisor Job

• An undergraduate degree from a recognized university
• An appropriate qualification/ training in sales and marketing
• Excellent communication, interpersonal and listening skills
• The capability to explain complex information simply and clearly
• Work experience in the retirement benefits sector e.g. insurance companies, fund manager, insurance broking, would be an advantage
• Proven experience and success in selling financial services and retirement benefits products: would also be an added advantage
• A good working knowledge of financial markets, financial and retirement savings products
• A high sales drive and a strong will to succeed; negotiation and influencing skills
• Confident, articulate and with strong communication skills
• Results oriented with ability to work under strict deadlines and meet sales targets
• Well groomed, presentable and strong interpersonal skills
• Highly networked and adept at connecting with people, and with good experience of the Business environment of the preferred region.
• Ability to thrive in a high-pressure, fast-paced environment with minimum supervision
• Ability to work in a team
• Time management skills
• Customer service skills
• Discretion and an understanding of the need for client confidentiality
• An ethical and professional approach to work