ICEA Lion Group
Financial Advisor at ICEA Lion Group
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ICEA Lion Group
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Role Description
Qualifications
Strong skills in financial advisory, including client needs assessment, product recommendation, and basic financial planning.
Competence in sales, negotiation, and relationship management to build and maintain a growing client portfolio.
Excellent communication and presentation skills, with the ability to explain financial concepts clearly and confidently.
Good analytical and numeracy skills, including the ability to interpret financial data and prepare client reports.
High level of integrity, professionalism, and customer focus, aligned with ICEA LION Group's values.
Ability to work on-site in Machakos, manage time effectively, and meet performance targets under minimal supervision.
Relevant academic background in finance, business, economics, or a related field; professional certifications in insurance or financial services are an added advantage.
Previous experience in financial services, insurance, or banking is preferred but not strictly required for highly motivated candidates with strong potential.