Dedicated Financial Advisor - Mombasa

Role Overview

You will actively build and manage client relationships, introducing investment products and guiding individuals toward suitable financial choices. Day-to-day, this means reaching out to potential leads, presenting tailored solutions, and closing deals—all while learning the ins and outs of the market through hands-on mentorship. Your success directly fuels the firm’s growth by converting prospects into long-term clients, making every conversation count.

Key Responsibilities

• Proactively identify and contact prospective clients through networking, referrals, and outbound outreach.
• Assess client financial goals and risk appetite to recommend appropriate investment products.
• Deliver compelling product presentations and close sales while maintaining ethical standards.
• Maintain a pipeline of leads and manage follow-up schedules to maximise conversion rates.
• Document client interactions and transaction details accurately in the CRM system.
• Collaborate with senior advisors to deepen product knowledge and refine sales techniques.
• Meet or exceed monthly sales targets and contribute to team revenue goals.
• Stay current on market trends, regulatory updates, and the firm’s product offerings.

Requirements & Qualifications

• Recognised degree or diploma from an accredited institution.
• Minimum 23 years of age at time of application.
• Completion of any certification course in investment, finance, or a related field (preferred but not required).
• Prior experience in sales—ideally in financial services, insurance, or retail—considered a strong plus.
• Comfortable with cold calling, client meetings, and performance-driven environments.
• Strong verbal communication and persuasion skills.
• Self-motivated with a disciplined approach to lead management.

What We Offer / Why Join

Structured training and one-on-one mentorship help you ramp up quickly and sharpen both product knowledge and selling skills. The compensation model is built around high commission earning potential, rewarding those who consistently deliver results. You gain practical exposure to real-world investment advisory work while building a book of business from the ground up.