Dedicated Financial Advisor - Nyeri

Role Overview

This role is centred on bringing investment products and services to a growing client base through proactive sales efforts. Day to day, you will connect with potential clients, present tailored financial opportunities, and move deals from initial contact to close. Your work directly feeds the company’s revenue stream and helps strengthen its reputation in the investment space.

Key Responsibilities

• Generate and qualify leads through outbound calls, referrals, and networking events.
• Conduct one-to-one or group presentations to explain investment options and their potential returns.
• Match client financial goals with suitable products and advise on risk-return trade-offs.
• Handle objections and overcome hesitations to guide prospects toward a decision.
• Meet or exceed monthly sales targets while maintaining accurate records of all interactions.
• Share market insights and product updates with existing clients to encourage repeat business.
• Coordinate with internal teams to ensure smooth onboarding and service delivery for new investors.
• Participate in regular training sessions to deepen product knowledge and sales techniques.

Requirements & Qualifications

• A degree or diploma in a relevant discipline such as finance, business, or economics.
• Minimum age of 23 years at the time of application.
• Professional certification in investment (e.g., CISI, CFA Level 1, or a comparable course) is an advantage.
• Prior experience in a sales role (any industry) is a strong plus.
• Excellent verbal communication and active listening skills.
• Self-motivated with a goal-oriented mindset and resilience in a target-driven environment.
• Basic numeracy and ability to explain financial concepts clearly.

What We Offer / Why Join

We provide structured training and ongoing mentorship from experienced professionals to help you ramp up quickly. The role offers high commission earning potential, rewarding your performance directly with uncapped upside.