Financial Advisor job opening at Jubilee Insurance Limited Company

Financial Advisor

Location: Nairobi County, Kenya

Position Type: Full-Time, On-Site

Job Description:

Jubilee Insurance Limited is seeking a full-time Financial Advisor to join our team in Nairobi County, Kenya. As a Financial Advisor, you will play a vital role in helping our clients achieve their financial goals. You will provide financial planning, retirement planning, and investment advice to clients, ensuring their financial well-being and security. This role involves analyzing client financial data and making recommendations based on their financial goals and risk tolerance.

Key Responsibilities:

  • Provide financial planning and advisory services to clients.
  • Assist clients in retirement planning and investment decisions.
  • Analyze client financial data and formulate recommendations.
  • Ensure excellent communication and interpersonal interactions with clients.
  • Maintain strong organizational skills and attention to detail in all aspects of financial advisory.
  • Collaborate with the team to deliver outstanding service to our clients.
  • Stay updated on financial market trends and regulations.

Qualifications:

  1. Financial Planning and Finance skills.
  2. Retirement Planning and Investments skills.
  3. Proven experience in providing Financial Advisory services to clients.
  4. Ability to analyze financial data and make recommendations based on financial goals and risk tolerance.
  5. Excellent communication and interpersonal skills.
  6. Strong organizational skills and meticulous attention to detail.
  7. A diploma or degree in Business Administration or related field is an added advantage.
  8. Experience in the insurance industry is a plus.
  9. Must be 24 years of age and above.

To apply, please send your applications to Christine.Muruga@advisor.jubileekenya.com

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