182 Financial Services Representative jobs in Kenya

Company Description

Britam Holdings Limited is a leading diversified financial services group listed on the Nairobi Securities Exchange. With interests across Eastern and Southern Africa, Britam offers a wide range of financial products and services including insurance, asset management, banking, and property management. Their offerings encompass life, health, and general insurance, pensions, unit trusts, investment and wealth management, offshore investments, retirement planning, and property development. For more information, visit Britam's website.

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 providing financial planning and advisory services to clients. The role involves developing and managing client portfolios, retirement planning, and advising on investments. The Financial Advisor will work closely with clients to understand their financial needs and objectives and propose suitable financial products and services.

Qualifications

• Financial Planning and Retirement Planning skills
• Knowledge of Finance and Investments
• Experience in providing Financial Advisory services
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Bachelor's degree in Acturial Science, Finance, Economics, Business, or related field
• Professional certifications such as COP, ECOP, Diploma in Insurance or related qualifications are a plus
• Experience in the financial services industry is preferred

Company Description

At Pioneer Insurance, you're not just an employee; you're part of a thriving community. We foster a work culture centered on superior value for our staff, prioritizing job satisfaction and promoting a performance-based environment. We continuously recognize and reward performance, enhance staff welfare, and uphold core values such as teamwork, integrity, empowerment, and innovation. Our culture values cooperation, respect, empowerment, and creativity, creating a family-like, accountable, and innovative work atmosphere.

Role Description

This is a full-time on-site role for a Financial Advisor based in Kisumu County, Kenya. The Financial Advisor will be responsible for providing clients with sound advice and guidance on financial planning, investment strategies, retirement planning, and other financial advisory services. They will develop personalized financial plans for clients, assess clients' financial situations, and recommend financial products and services. The Financial Advisor will also maintain current knowledge of industry trends and regulatory requirements.

Qualifications

• Skills in Financial Planning, Finance, and Retirement Planning
• Experience with Investments and Financial Advisory
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Bachelor's degree in Finance, Economics, Business, or related field
• Relevant certifications (e.g., CFP, CFA) are a plus

Company Description

Madison Group Limited is a leading locally owned insurance company in Kenya, established in 1988 following a merger between Crusader Plc and Kenya Commercial Insurance Corporation. With its headquarters in Nairobi and 27 branches across major towns in Kenya, Madison offers a wide range of life and general insurance, and investment management services. Despite economic challenges and intense industry competition, Madison has grown significantly, achieving a combined premium income of over 2 billion by the end of 2012. The company is dedicated to providing the best insurance products at reasonable prices while offering unparalleled customer service.

Role Description

This is a full-time on-site role located in Nairobi for a Financial Advisor. The Financial Advisor will conduct financial planning, provide investment advice, assist with retirement planning, and offer comprehensive financial advisory services. The day-to-day tasks include meeting with clients to discuss financial goals, analyzing financial data, creating strategies to meet financial objectives, and keeping clients informed about market trends and regulatory changes.

Qualifications

• Financial Planning and Finance skills
• Retirement Planning and Investments skills
• Financial Advisory skills
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Relevant certifications such as CFP, CFA, or equivalent are advantageous
• Bachelor's degree or Diploma in Finance, Economics, or related field

Company Description

Britam Holdings Limited is a leading diversified financial services group, listed on the Nairobi Securities Exchange, with interests across Eastern and Southern Africa. The company offers a wide range of financial products and services in Insurance, Asset Management, Banking, and Property. The product range includes life, health and general insurance, pensions, unit trusts, investment planning, wealth management, offshore investments, retirement planning, discretionary portfolio management, and private equity. For more information, please visit

Role Description

This is a full-time hybrid role for an Insurance Financial Advisor located in Kakamega. Some work from home is acceptable. The Insurance Financial Advisor will be responsible for providing clients with financial planning advice, assisting with retirement planning, and offering expertise in finance, insurance, and investments. Daily tasks will include meeting with clients, assessing their financial needs, developing personalized financial plans, and advising on insurance and investment products.

Qualifications

• Experience in Financial Planning and Retirement Planning
• Strong background in Finance, Insurance, and Investments
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Certificate In Insurance(ECOP) or COP a must.
• Bachelor's degree in Finance, Economics, Business,Actural Science or a related field or
• Relevant experience in Sales and Marketing with a Diploma
• Must be residing or ready to relocate to Kakamega

• Developing and implementing comprehensive financial plans for clients.
• Providing expert advice on investment strategies, retirement planning, and wealth management.
• Conducting in-depth analysis of client financial situations and goals.
• Recommending suitable financial products and services based on client needs.
• Building and nurturing long-term client relationships based on trust and service.
• Monitoring client portfolios and making necessary adjustments to financial plans.
• Staying abreast of market trends, economic developments, and regulatory changes.
• Ensuring compliance with all relevant financial regulations and company policies.
• Collaborating with internal specialists to offer a full spectrum of financial services.
• Educating clients on financial concepts and strategies.
• Maintaining accurate and confidential client records.