Jobs Career Advice Signup
X

Send this job to a friend

X

Did you notice an error or suspect this job is scam? Tell us.

  • Posted: Apr 15, 2024
    Deadline: Apr 25, 2024
    • @gmail.com
    • @yahoo.com
    • @outlook.com
  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    Jubilee Insurance was established in August 1937, as the first locally incorporated Insurance Company based in Mombasa in 1937. Jubilee Insurance has spread its sphere of influence throughout the region to become the largest Composite insurer in East Africa, handling Life, Pensions, general and Medical insurance.
    Read more about this company

     

    Independent Financial Advisors (IFA)

    Job Ref. No: JAML006

    Role Purpose

    To provide Professional Investment Advisory services to our clients within the Retail, High Net worth & Institutional segments. 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.
    • 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
    • Able to work independently and deliver results without supervision.
    • Relationship management and networking skills
    • Able to plan and manage time effectively
    • Strong negotiation skills are required.
    • Ability to understand economic and financial trends is a requirement.

    Qualifications

    • Bachelor’s Degree/Diploma/Certificate in relevant field.
    • A Professional Certificate in Insurance or Investments – Certificate of Proficiency or CISI
    • Investment industry knowledge Mandatory.

    Relevant Experience

    • Minimum of 3 years’ sales experience in the Financial Services industry selling investment products or Insurance products.

    go to method of application »

    Dedicated Financial Advisors

    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.

    Method of Application

    If you are qualified and seeking an exciting new challenge, please apply via jamlretailsales@jubileekenya.com before 25 th April 2024 clearly quoting the Job Reference Number & Job title Only shortlisted candidates will be contacted.

    Build your CV for free. Download in different templates.

  • Apply Now
  • Send your application

    View All Vacancies at Jubilee Insurance Back To Home

Subscribe to Job Alert

 

Join our happy subscribers

 
 
Send your application through

GmailGmail YahoomailYahoomail