Financial Advisor

About CIC Insurance Group

CIC Insurance Group is a prominent cooperative insurer operating throughout Kenya, Uganda, South Sudan, and Malawi. The Group offers a comprehensive range of services including General Insurance, Life Assurance, Medical Insurance, and Asset Management. As an innovator in micro-insurance, CIC plays a vital role in extending financial protection to underserved markets. Their dedication to continuous innovation and superior service standards has granted them recognition on both national and international platforms. Joining CIC means engaging in a dynamic, growth-driven work environment centered on customer value and enduring client relationships.

Role Overview

The role of Financial Advisor is a full-time position based onsite in Nairobi. The incumbent will guide clients in making well-informed financial choices by assessing their needs and crafting customized financial strategies. Daily responsibilities include client consultations, preparing tailored proposals, presenting insurance, investment, and retirement solutions, as well as upholding all regulatory and compliance mandates.

Key Responsibilities

• Conduct thorough client needs assessments to understand financial goals and requirements.
• Create personalized financial plans encompassing insurance, investments, and retirement options.
• Engage clients regularly through meetings to explain product offerings and assist with decision-making.
• Ensure adherence to all applicable regulatory and compliance standards.
• Monitor and review client portfolios continuously, adjusting strategies as necessary based on changing circumstances.
• Collaborate closely with internal teams to enhance product knowledge, conduct training, and support client services.

Required Qualifications and Skills

• Strong expertise in financial planning and advisory services, with ability to tailor solutions to varied client profiles.
• Comprehensive understanding of finance and investments, including insurance, asset management, and risk-return evaluation.
• Proficiency in retirement planning aimed at structuring long-term protection and savings strategies for individuals and groups.
• Excellent communication and interpersonal abilities supporting a client-centric approach and relationship building.
• Analytical mindset with keen attention to detail and proficiency in financial software and Microsoft Office applications.
• Educational background in Finance, Economics, Business, or closely related disciplines; professional certifications such as CFP or equivalent are advantageous.
• Previous experience in financial advisory, insurance, banking, or investment sectors is highly desirable, with familiarity of local regulatory frameworks.