• Prospecting clients for the provision of investment services and products.
• Carry out a detailed-fact find review of the potential clients and recommend appropriate financial services products in line with the client’s needs.
• Maintain a regular follow-up with clients to maintain a strong customer service.
• Deliver policy documents to clients where required and demystify the policy document.
• Capture business on the FA portal for all provided lines of business and submit for processing.
Qualifications
• A KCSE certificate is a minimum requirement.
• Certification or proof of study for COP is an added advantage.
• Excellent communication and interpersonal skills.
