Dedicated Financial Advisors

Company Details

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Industry: Insurance
Description: Founded in August 1937 in Mombasa, Jubilee Insurance was the first locally incorporated insurance company in the region. It has since expanded across East Africa to become the largest composite insurer, offering life, pensions, general, and medical insurance.

Job Details

Job Type: Full Time
Workplace Type: On-site
Qualification: Diploma
Job Experience: Mandatory
Job Location: Nairobi County, Kenya
Closing Date: Undisclosed
Salary: Not specified
Other Pay: Benefits
Job Category: Accounting, Audit, Finance

Job Description

Role Overview

This role is suited to someone who can build productive customer relationships and explain investment-related products clearly. You will use your sales experience to understand prospective clients’ needs, discuss suitable options and support informed decisions.

Key Responsibilities

  • Identify prospective customers and make contact through appropriate sales channels.
  • Ask questions to understand customers’ financial interests and requirements.
  • Present investment-related products or services in a clear, responsible manner.
  • Respond to customer questions and address concerns with accurate information.
  • Follow up with prospects and maintain ongoing customer relationships.
  • Keep records of customer interactions and sales activity.

Requirements & Qualifications

  • A relevant degree or diploma.
  • At least 23 years of age.
  • Sales experience is strongly valued.
  • An investment-related certification course is an advantage.
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Contact Information
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