Financial Advisor Positions at ICEA Lion -Machakos

At ICEA LION, a Financial Advisor is the link between the client and the company. Your main job is to *protect and create wealth* for clients. Here are the core duties: - 1. Client Advisory & Needs Analysis* - Meet with clients to understand their financial goals, needs and current financial situation - Gather client's financial information, analyze financial status and conduct financial needs analysis xxxxxxxf1 - 2. Financial Planning & Product Recommendation* - Recommend suitable insurance and investment products - life, education, retirement, savings - Prepare and present tailored financial plans, savings, retirement planning, risk management and wealth creation - Advise on investments, retirement planning, and personalized financial strategies 0008ff20 - 3. Sales & Business Growth* - Follow up on leads, build and maintain a growing client portfolio - Contribute to local market outreach, achieve sales targets, and deliver business growth through retention and acquisition - Identify opportunities within the market 0008c5c7 - 4. Relationship Management & After-Sales* - Maintain client relationships, ensure ongoing service, support and schedule regular review meetings - Educate clients on ICEA LION products and risk management 0008 - 5. Compliance & Administration* - Keep accurate records of all client interactions and comply with all regulatory and company guidelines - Uphold ICEA LION standards of integrity and customer care 0008 In short: Find client > Understand need > Advise & sell the right cover/investment > Service them for life > Hit your targets.