Insurance Sales Representative

Role Overview

Based on-site in Nairobi CBD, the Insurance Sales Representative helps prospective and existing clients choose cover that fits their needs and budgets. The role combines lead generation and policy sales with ongoing client support, helping the business grow while ensuring customers understand their options and receive attentive service.

Key Responsibilities

• Identify potential customers, follow up on leads, and arrange sales conversations.
• Assess clients’ needs and budgets, then explain relevant products, cover options, and benefits.
• Prepare and present proposals, respond to questions, and guide clients through policy applications.
• Support customers with renewals, policy updates, and changes to their coverage.
• Maintain complete, accurate client and sales records using company systems and office software.
• Coordinate with underwriting and claims colleagues to help address client requirements.
• Provide responsive customer service and explain insurance choices in clear, accessible terms.
• Work toward sales targets while observing applicable regulations and company procedures.

Requirements & Qualifications

• Sales experience with evidence of meeting or exceeding targets; experience in insurance, financial services, or a related sales field is an advantage.
• Understanding of insurance products and practices, including policy structures and basic risk concepts.
• Strong customer service skills and the ability to build trusting, lasting client relationships.
• Clear communication, negotiation, and interpersonal skills.
• Comfort working on-site in a fast-paced, target-driven environment.
• Basic proficiency with office software and accurate record keeping.
• A diploma or degree in business, finance, marketing, or a related discipline is preferred.