• Retirements Savings Advisor Job at Janta Kenya

  • Posted on: 18 January, 2017 Deadline: 25 January, 2017
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  • Janta Kenya is a HR Consultancy firm established with an objective of encompassing integral and necessary skills that most individuals and organizations need in everyday business. We have a team of professional HR consultants with extensive experience in all people management issues, and we are therefore well placed to offer advice for private, public and not-for-profit organisations.

    Retirements Savings Advisor


    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

    Method of Application

    Interested candidates to send their CVs to vacancies@jantakenya.com with the subject ‘Retirement Savings Advisor’ on the subject line. Applications to be received by 25th January 2017.

    Do not attach any certificates

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