Independent
Financial Advisors (IFA) at Jubilee Insurance

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.



Job Ref. No: JAML004

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.

  • 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

  • Able to work
    independently

  • 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.

  • Ability to work
    under pressure.



Qualifications




  • Bachelor’s
    Degree/Diploma/Certificate in relevant field.

  • Any Professional
    Certificate in Insurance or Investments will be an added advantage.

  • Investment
    industry knowledge Mandatory.



Relevant
Experience




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



How To
Apply



Send your application to jamlcustomerservice@jubileekenya.com