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    • Independent Financial Advisors(IFAs) at Actserv

    Posted: Jul 12, 2024
    Expires: Not specified
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    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 technology that delivers cutting edge solutions. This allows us to walk with client teams in delivering on their value propositions.

    View All Jobs at Actserv


     

    Independent Financial Advisors(IFAs)

    • We are seeking to onboard Independent Financial Advisors (IFAs), with experience within the financial services industry, Sales & Marketing to source, retain, and grow client base for Arima Fund Ltd while earning attractive and competitive commissions.

    Key Duties and Responsibilities:

    • Skillfully close sales as an independent financial advisor
    • Assess clients’ needs and goals to sell Arima investment products and services
    • Ensure compliance with regulatory requirements, including CMA regulation on private offers

    Qualifications:

    • Diploma or Bachelor’s degree in Sales and Marketing or other relevant qualification
    • Experience in Sales or selling a financial product/ similar role in the Financial Services industry
    • Investment industry knowledge- an added advantage.
    • Commitment to professional values and integrity
    • Displays initiative, self-drive and passion for work
    • Strong prospecting, salesmanship, communication, networking, client retention and relation skills

    Check how your CV matches this job

    Method of Application

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

    Build your CV for free. Download in different templates.

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