Key Roles
Planning and prioritizing personal sales activities geared towards achieving agreed business targets.
Maintain and develop new customers through appropriate prospecting sales methods, and relevant internal liaison, to optimize quality of service, business growth and customer satisfaction.
Manage and retain clients through a thorough and professional customer service
Provide financial advice to clients according to their r requirements and risk profile, as well as the performance of the specific portfolios.
Carry out a detailed fact find review of potential clients and recommend appropriate investments products.
Respond to follow up sales enquiries
Report on weekly sales according to organizations requirements.

Qualifications
An undergraduate degree and or /appropriate qualification/training in sales and marketing
Work experience in financial service sector would be an added advantage .i.e banks, insurance companies
Having sold/selling investment plans is an added advantage
Ladies are encouraged to apply.

If qualified’ kindly send your application letter and CV to jobs@jantakenya.com clearly indicating ‘Investment Advisor(40K)-Nairobi’ on the subject line by 10th July, 2015.

Do not attach any certificates.

Only shortlisted candidates shall be contacted