Company Description
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Role Description
This is a full-time on-site role as a Financial Advisor at ICEA LION LIFE Assurance Co. Ltd, located in Kericho. As a Financial Advisor, you will be responsible for providing financial guidance and advice to clients, assessing their financial goals, and developing personalized financial plans. You will also be required to analyze investment opportunities, recommend suitable products and services, and assist clients in managing their portfolios. Building and maintaining client relationships is a crucial aspect of this role.
Qualifications
• Diploma, Bachelor's degree in Finance, Business Administration, or a related field
• Professional certifications such as Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) are preferred
• Proven experience in financial advisory or wealth management
• Strong knowledge of investment products, financial markets, and regulations
• Excellent communication and... interpersonal skills
• Ability to analyze complex financial information and provide sound recommendations
• Highly motivated and target-driven
• Ability to build and maintain client relationships
• Proficiency in financial planning software and Microsoft Office Suite
Kericho Kenya