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Company Description

ICEA LION Uganda is dedicated to securing a better future for our clients with our comprehensive suite of insurance, pensions, and investment solutions. We are committed to providing exceptional insurance and financial services that cater to the diverse needs of our customers. Our headquarters is in Kampala, and we strive to be a trusted partner for financial security and... growth.

Role Description

This is a full-time on-site role for a Financial Advisor located in Kampala. The Financial Advisor will be responsible for providing financial planning, retirement planning, insurance and investment advisory services to clients. Daily tasks include assessing clients' financial needs, creating financial plans, advising on investment opportunities, and helping clients achieve their financial goals. The role also involves continuous research and staying informed about market trends to provide the best advice possible.

Qualifications

Financial Planning, Retirement Planning, and Financial Advisory skills
Knowledge and experience in Finance and Investments
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to work independently and as part of a team
Bachelor's degree in any related field
Professional certifications such as COP or CFA are a plus more
  • Finance
• Recruiting, retaining and managing members in a team as per the company’s terms and condition
• Organising and coordinating team activities – activations - to grow the customer base for the members in the unit
• Ensuring that you give the members the guidelines to ensure business retention and growth
• Providing management with regular reports in your area of work and key... action areas that need attention and following up to ensure implementation / remedial measures are taken
• Preparing and submitting regular & timely reports on marketing activities in your jurisdiction, marketing activities being undertaken, challenges faced and business acquisition strategies in place
• Preparing, transmitting and strategizing in consultation with the agency manager on overall business acquisition efforts
• Responsible for deciding how to approach tasks and develop plan to accomplish the set targets
• Responsible for distributing information to the team members and stakeholders
• Any other duties that may be assigned from time to time
 more
  • Marketing
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  • mbusa denis

    1y

    Kindly consider me, i will deliver much more than expected