Dedicated Financial Advisors at Jubilee Insurance

Job Ref. No: JAML008

Role Purpose

To provide Professional Investment Advisory services to our clients within the retail segment. The successful candidate will be responsible for sourcing, retaining, and growing a client base by implementing financial planning solutions in line with the client’s needs. The role holder will be required to be up to date with macro-economic trends, market developments as well as monitoring corporate actions of listed companies.

Main duties and responsibilities:

• Meeting clients to understand their financial objectives by selling & cross selling of all JAML Investment products and services.
• Managing, maintaining and building new and existing client relationships.
• Preparing and presenting proposals to existing and potential clients
• Provide direct sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.
• Participate in specific product campaigns by ensuring that the products are explained to customers.
• Adhering to compliance, operational procedures, and practice management standards.
• Assists clients grow their investment portfolios by giving them the right advice on where to invest the money for maximum returns while reducing risk.
• Asks clients pertinent questions to understand their financial goals to advise them correctly on what investment options to take.
• Complies with all regulatory requirements in offering advice to clients to avoid penalties from regulators.
• Consistently achieving the allocated sales targets.

Key Competencies

• Prospecting skills
• Personal Branding & Good communication skills
• Social Selling & Negotiation skills
• Virtual Selling Skills
• Relationship management and networking skills
• Able to plan and manage time effectivelyS
• Strong negotiation skills are required.
• Ability to understand economic and financial trends is a requirement.

Qualifications

• Bachelor’s degree/Diploma in relevant field
• Investment industry knowledge (added advantage)

Relevant Experience

• Minimum of 1 year work experience in the Financial Services industry in a Sales role in a Bank or in the Asset/wealth Management and Investment space.