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:
- Financial Planning and Finance skills.
- Retirement Planning and Investments skills.
- Proven experience in providing Financial Advisory services to clients.
- Ability to analyze financial data and make recommendations based on financial goals and risk tolerance.
- Excellent communication and interpersonal skills.
- Strong organizational skills and meticulous attention to detail.
- A diploma or degree in Business Administration or related field is an added advantage.
- Experience in the insurance industry is a plus.
- Must be 24 years of age and above.
To apply, please send your applications to Christine.Muruga@advisor.jubileekenya.com
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