Dedicated Financial Advisors at Jubilee Insurance

Posted 2 months ago

Job Ref. No: JAML006

Role Purpose

To provide Professional Investment Advisory services to our clients within the retail segment. 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
  • 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.

Qualifications

  • Bachelor’s degree/Diploma in relevant field
  • Investment industry knowledge (added advantage)

Relevant Experience

  • Minimum of 1 year work experience in the Financial Services industry in a Sales role in a Bank or in the Asset/wealth Management and Investment space.

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