an Investment company currently recruiting Unit Managers

Key Responsibilities
  • Leading a team of agents
  • Grow and recruit more team members
  • Train, motivate and help the agents with production
  • Preparation of weekly and monthly targets, reviews, activities, etc.
  • Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises;
  • Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims;
  • Analysing information and preparing plans best suited to individual clients' requirements;
  • Researching the marketplace and providing clients with information on new and existing products and services;
  • Designing financial strategies;
  • Assisting clients to make informed decisions;
Requirements

  • Experience in the Investment Industry
  • Sales and marketing also encouraged.
  • Must have working experience as a financial advisor.
  • Mature individual.
Salary: 30,000- 40,000 Plus Commissions

If you feel you fit the above role,please send your CV to jobs@alternatedoors.co.ke




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