Financial Advisor

We currently have exciting Career Opportunities for Jubilee Financial Advisors. They will report directly to our Sales Managers at our Branch office in Thika Town. This is a unique opportunity to work with the most trusted insurance brand in East Africa offering all insurance solutions i.e. a One Stop Shop for all your clients’ insurance needs. 

Responsibilities

• Prospecting: Search for potential Life Insurance Clients, and Submit Activity & Progress Reports (Door to door Prospecting, Referrals, Phone & Video Calling, Email etc.)

• Making Phone Calls to Schedule Appointments and for Follow Up with them

• Conduct Fact Finding/ Needs Analysis interviews to establish potential client Needs & develop solutions in line with the uncovered needs during the investigation stage of the sale

• Conduct Value Presentations & demonstrate ability to meet client Goals & needs

• Obtaining Commitment and assisting clients with the Paperwork, then getting Referrals & any Other roles as assigned by the Sales Manager

Qualifications

Has over 6 months’ experience in Door-to-Door Sales, Merchandizing, selling of Financial Services etc. actively looking for prospective clients, scheduling appointments, doing presentations & client onboarding. 

Experienced Financial Advisors looking for a Better Remuneration and Great incentives can also apply.

Ideal Coursework for IRA 2025 Licensing

(1) Executive Certificate of Proficiency in insurance (ECOP);

(2) Certificate of Proficiency in Insurance (COP);

(3) Bachelor of Commerce in Insurance;

(4) KCSE Mean grade C minus and above

Monthly Income/Remuneration

This is a fully Commission Basis Opportunity (NO RETAINERS), performance based, as per the Insurance Regulatory Authority (IRA) of Kenya guidelines, i.e. a percentage of all the Sales you submit within the month, plus the Monthly commission income from the Life Insurance Sales done in previous Months.

Work Area & Office Location

Successful applicants should be located around THIKA and or able to commute to and work from our THIKA Branch office, Kiambu County.

How to Apply

Send the following documents; (1) updated CV with 3 Referees, (2) ID copy, (3) KRA PIN, (4) KCSE Certificate or Result Slip and (5) any other Certificates to Simon.Onkundi@jubileekenya.com

Start Date

Should be able to start immediately if successful after the interview.