Financial advisor sales training

Hiring Organization: Kenindia Insurance Company Job Title: Insurance Financial Advisor Industry: Insurance Location: Nairobi Are you a dynamic, motivated individual looking to carve out a successful career in the financial industry? Look no further! We are currently seeking talented individuals to join our team in a promising Insurance Financial Career Opportunity. Responsibilities As Insurance F...

Are you a dynamic, motivated individual looking to carve out a successful career in the financial industry? Look no further! We are currently seeking talented individuals to join our team in a promising Insurance Financial Career Opportunity. Responsibilities As Insurance Financial Advisor you will be responsible for promoting and selling various insurance products to potential clients: Prospecti...

KEY RESPONSIBILITIESBranch strategic input and planningBusiness Growth & DevelopmentMarketing & Brand ManagementRelationship Management & Customer experienceBranch OperationsPersonal Leadership & DevelopmentRisk & ComplianceMAIN RESPONSIBILTIES Branch Strategic input and planning:Contributes to the completion of the branch operational plan by preparing and implementing an individual business plan...

A. ResponsibilitiesThe advisor is responsible forBusiness development support for growth-oriented SMEs with innovativebusiness models contributing to climate change adaptation. Awarenessraising and network building among impact investors for investmentopportunities in the field of adaptation to climate change, including in the water,energy and agriculture sectors.Steeringof multi-stakeholder proc...

JOB PURPOSEThe jobholder is responsible for managing client relationships to achieve the set sales targets and wallet share and ensure sustained business growth and profitability in the assigned customer segment. To sell, cross/upsell and deliver excellent sales and service of the bank's products and services whilst building long-term profitable customer relationships.KEY RESPONSIBILITIESBranch s...

JOB PURPOSEThe jobholder is responsible for managing client relationships to achieve the set sales targets and wallet share and ensure sustained business growth and profitability in the assigned customer segment. To sell, cross/upsell and deliver excellent sales and service of the bank's products and services whilst building long-term profitable customer relationships.KEY RESPONSIBILITIESBranch s...

At Sidian Bank, we recognize the significant accountability and inherent risks that an entrepreneur takes to make his ideas and dreams a reality. It is for this reason that our mission is to empower entrepreneurs to create wealth through provision of transformational financial solutions that meet entrepreneurs needs and facilitate growth through convenience and choice. JOB PURPOSE The jobholder i...

Centum is East Africa s leading investment company listed on the Nairobi Securities Exchange and Uganda Securities Exchange. We are an investment channel providing investors with access to a portfolio of inaccessible, quality, diversified investments. Job Brief The Private Wealth Financial Advisor s role is to increase Assets Under Management for the organization through the sale of Private Wealt...

Job Brief The Private Wealth Financial Advisor's role is to increase Assets Under Management for the organization through the sale of Private Wealth products in line with set targets. Principal Accountabilities: Develop a knowledge of the client's entire financial situation and be able to structure a goals-based investment and financial plan. Develop and deliver private wealth education presentat...

Job Description Champion sales and utilization of Transaction Banking and eBanking solutions as the preferred delivery channels in the bank. Initiate strategies and products which will ensure growth of Non-Funded Income (NFI) and cheap liabilities. Co-ordinate Sales initiatives with the Relationship Managers/Officers/team leader sales of the bank and provide support in growing liabilities and tra...

Centum is East Africa s leading investment company listed on the Nairobi Securities Exchange and Uganda Securities Exchange. We are an investment channel providing investors with access to a portfolio of inaccessible, quality, diversified investments. Job Brief The Private Wealth Financial Advisor s role is to increase Assets Under Management for the organization through the sale of Private Wealt...

Opticom designs and deploys integrated security solutions using a combination of the latest future-proof technologies and drawing on our 25 years combined experience in Kenya and the United Kingdom in security, to deliver a comprehensive protection management service. Opticom (K) Limited is a wholly owned subsidiary of Optimum Group Partnerships incorporated in the United Kingdom. For more than 1...

Opticom designs and deploys integrated security solutions using a combination of the latest future-proof technologies and drawing on our 25 years combined experience in Kenya and the United Kingdom in security, to deliver a comprehensive protection management service. Opticom (K) Limited is a wholly owned subsidiary of Optimum Group Partnerships incorporated in the United Kingdom. For more than 1...

Absa Bank Limited (Absa) is a wholly owned subsidiary of Barclays Africa Group Limited. Absa offers personal and business banking, credit cards, corporate and investment banking, wealth and investment management as well as bancassurance. Job Summary To plan, manage and monitor the implementation of activities and processes for stakeholder and relationship management, in order to deliver on approv...

Job Summary Opticom is recruiting for a Senior Security Technology Sales Advisor with over five years of industry experience to drive sales growth. The successful candidate will be responsible for achieving their sales goals to facilitate our aggressive, but controlled, growth targets. Duties in this position include, but are not limited to: Duties and Responsibilities Execute on Opticom s region...

This is a full-time on-site role for a Financial Advisor located in Nairobi County, Kenya. The Financial Advisor will be responsible for financial planning, providing finance advice, retirement planning, investment management, and offering financial advisory services.

Must have sales experience in any industry

Role Description This is a full-time on-site role for a Financial Advisor located in Nairobi County, Kenya. The Financial Advisor will be responsible for financial planning, providing finance advice, retirement planning, investment management, and offering financial advisory services. Qualifications Strong financial planning and finance skills Experience in retirement planning and investment mana...

The opportunity We are looking for training Advisor to support the trainings scheduled in the course of the year. Your key responsibilities The work mainly involves working with the training team by carrying out the following roles: - Preparation of training materials for trainings scheduled in the EY Tax Training Calendar for 2022 Assist in calling various potential participants to confirm their...

Job SummaryOpticom is recruiting for a Senior Security Technology Sales Advisor with over five years of industry experience to drive sales growth. The successful candidate will be responsible for achieving their sales goals to facilitate our aggressive, but controlled, growth targets. Duties in this position include, but are not limited to:Duties and ResponsibilitiesExecute on Opticom's regional ...

Job SummaryOpticom is recruiting for a Senior Security Technology Sales Advisor with over five years of industry experience to drive sales growth. The successful candidate will be responsible for achieving their sales goals to facilitate our aggressive, but controlled, growth targets. Duties in this position include, but are not limited to:Duties and ResponsibilitiesExecute on Opticom's regional ...

Role Description As a member of the Sales Team/Financial Advisors at Britam, you will be responsible for collaborating with clients, guiding them through their financial decisions and to enhance their understanding of different aspects of financial planning such as investment, retirement planning, insurance, amongst others. This is a full time role based in Nairobi County, Kenya and is an on-site...

Opticom designs and deploys integrated security solutions using a combination of the latest future-proof technologies and drawing on our 25 years combined experience in Kenya and the United Kingdom in security, to deliver a comprehensive protection management service Job Summary Opticom is recruiting for a Senior Security Technology Sales Advisor with over five years of industry experience to dri...

Parts SalesEngage in parts sales to new and established customers through the retail counter and various digital platforms (emails, telephone, WhatsApp). Proactively generate new sales opportunities with irregular and inactive customers through cold calling and upselling. Process parts sales orders through the retail counter and workshop efficiently. Collaborate with the Parts Ordering Analyst to...