Digital Sales Strategists – DSS

Job Title: Digital Sales Executive – Retail Life & Pensions

Role Purpose

The job holder will be responsible for converting online leads into sales by calling customer leads collected through alternative channels and convincing them to purchase retail life solutions, meeting set revenue budgets, and promoting Jubilee retail life and pension products or services. Additionally, the role holder will be responsible for growth of the digital sales portfolio, ensuring seamless customer experiences, and collaborating with stakeholders to achieve strategic objectives.

Main Responsibilities

Digital Sales & Lead Management

• Convert online leads into digital sales by calling customer leads collected through digital channels and convincing them to purchase retail life solutions and pensions.
• Conduct outbound calls to potential customers to introduce and promote Jubilee retail life and pension products or services.
• Actively generate and manage online leads to achieve sales targets.
• Prepare a monthly sales pipeline that leads to closure and meets the monthly KPI set revenue budget.

Portfolio Growth & Client Engagement

• Drive portfolio growth through digital sales of retail life and pension products.
• Prepare and present proposals to new and existing clients using webinars.
• Effectively follow up on lead closure of business and manage the end-to-end process flow for new business setup.
• Participate in product campaigns and presentations, and tackle market-related client queries.

Compliance & Performance

• Adhere to compliance, operational procedures, and practice management standards.
• Consistently achieve set budgets for digital retail life and pension products.

Corporate Governance

• Adhere to regulatory requirements and internal policies, ensuring compliance in all aspects.
• Implement and uphold robust data protection and privacy practices, safeguarding customer information and confidentiality.
• Participate in audits and internal control assessments, addressing any identified gaps or issues promptly.
• Stay updated with insurance regulations and underwriting best practices to ensure compliance with industry standards.
• Adhere to the laws and regulations of Kenya, the policies and regulations within the insurance industry, and all internal company policies and procedures.

Key Skills and Competencies

• Financial Acumen: Sound understanding of insurance concepts, retail life, and pension products to deliver knowledgeable advice and recommendations to clients.
• Digital Sales and Business Development: Strong ability to close online leads for business growth and promote retail life and pension products.
• Strong understanding of online sales, lead generation, and the sales cycle.
• Strategic thinking and business acumen for identifying growth opportunities.
• Strong relationship-building and negotiation abilities, with stakeholder management skills.
• Analytical mindset for data-driven decision-making.
• Customer-centric approach, focusing on enhancing customer experiences in retail life and pension products.

Academic & Professional Qualifications

• Bachelor's degree or Diploma in Insurance, Actuarial Science, Finance, Business, Marketing, or any other related course.
• Proven track record of successfully closing online sales leads and managing a portfolio.
• Strong ability to build and maintain strong relationships with clients and partners.
• Experience in telesales, e-commerce sales, call centre support, or digital sales will be an added advantage.
• Demonstrated ability to think strategically and develop actionable plans to achieve business goals.
• Valid IRA licence.

How to Apply

If you are qualified and seeking an exciting new challenge, please apply via [email protected] quoting the Job Title by 24th July 2026. Only shortlisted candidates will be contacted.