Financial Advisor

About ICEA LION Group

ICEA LION Group is a Pan-African financial services provider specializing in insurance and related products, dedicated to helping individuals and businesses protect and grow their wealth. The company aims to be a leading regional financial institution, focusing on customer-oriented solutions and ensuring long-term financial security. Their core values include empathy for customers, investment in their workforce, accountability to promises, and steadfast integrity.

Role Overview

This full-time position is based onsite in Machakos and involves advising clients on financial matters. The Financial Advisor will assess clients' financial objectives and current standing to tailor appropriate insurance, investment, and savings products. Key duties include formulating financial plans, articulating product options, evaluating client portfolios, and overseeing progress towards goals. The role requires regular client engagement, meticulous record-keeping to meet regulatory compliance, and coordination with internal teams to maintain high service standards in line with company policies.

Required Qualifications and Skills

• Proficiency in financial planning and retirement strategy development.
• Strong background in finance and investment principles.
• Experience in financial advisory roles with relevant expertise.
• Excellent communication, interpersonal skills, and client management capabilities.
• Analytical mindset with effective problem-solving and decision-making skills.
• Educational qualifications in finance, economics, business, or related fields are preferred.
• Possession or pursuit of professional certifications in financial services is advantageous.
• Adherence to ethical standards, ability to meet targets, and compliance with regulations and company policies is mandatory.