Financial Advisor / Insurance Agent job at Digisavvy Group Limited
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Financial Advisor / Insurance Agent
2026-11-02T18:59:20+00:00
Digisavvy Group Limited
https://cdn.greatkenyanjobs.com/jsjobsdata/data/employer/comp_12881/logo/digisavv.png
FULL_TIME
Nairobi, Mombasa
Nairobi
00100
Kenya
Marketing, Sales and Service
Sales & Retail, Accounting & Finance, Finance, Insurance & Real Estate
KES
MONTH
2026-11-16T17:00:00+00:00
8

About Us

Digisavvy Insurance Agency Ltd is a leading insurance and financial services provider across Africa. We are dedicated to helping individuals and corporate clients secure their financial futures through innovative life, health, general, and investment solutions. We are seeking dynamic, self-driven, and entrepreneurial individuals to join our growing sales team.

Job Purpose

The Financial Advisor will be responsible for sourcing new clients, evaluating their financial risks, and recommending appropriate insurance products. This is a highly rewarding, field-based sales role that requires resilience, strong networking capabilities, and a passion for financial planning.

Key Responsibilities

  • Prospecting & Market Penetration: Actively identify, approach, and pitch insurance solutions to prospective individual and corporate clients.
  • Financial Needs Analysis: Assess clients' current financial situations, risk tolerances, and future goals to recommend suitable products (e.g., Life Assurance, Medical Covers, Education Plans, Motor, and Property Insurance).
  • Relationship Management: Build and maintain long-term relationships with clients to ensure high policy retention and timely renewals.
  • Claims Advisory: Guide clients through the claims process smoothly, acting as the trusted link between the client and the company.
  • Compliance & Reporting: Ensure all customer onboarding documentation meets company standards and regulatory guidelines. Attend weekly team performance meetings.

Academic & Professional Qualifications

  • Minimum Education: Holder of a KCSE Certificate with a minimum grade of C- (or equivalent).
  • Professional Certification: Must possess a Certificate of Proficiency (COP) or Executive Certificate of Proficiency (ECOP) in Insurance from the College of Insurance. (Candidates holding a Degree/Diploma in Insurance, Actuarial Science, or a business-related field are exempt).
  • Experience: Prior experience in sales (banking, insurance, real estate, FMCG) is a strong advantage, though fresh graduates with an entrepreneurial mindset are welcome.

Key Skills & Competencies

  • Excellent communication, presentation, and negotiation skills in both English and Kiswahili.
  • High emotional intelligence and ability to handle client objections confidently.
  • Highly disciplined, self-motivated, and capable of working under minimal supervision to meet targets.
  • Proficient in using digital tools and smartphones for remote client onboarding.

What We Offer

  • Uncapped Commission: Earn directly based on your effort with industry-leading commission percentages.
  • Professional Training: Continuous mentorship, product training, and leadership development programs.
  • Career Growth: Fast-track promotion opportunities to Unit Manager and Agency Manager based on performance metrics.
  • Actively identify, approach, and pitch insurance solutions to prospective individual and corporate clients.
  • Assess clients' current financial situations, risk tolerances, and future goals to recommend suitable products.
  • Build and maintain long-term relationships with clients to ensure high policy retention and timely renewals.
  • Guide clients through the claims process smoothly, acting as the trusted link between the client and the company.
  • Ensure all customer onboarding documentation meets company standards and regulatory guidelines.
  • Attend weekly team performance meetings.
  • Excellent communication, presentation, and negotiation skills in both English and Kiswahili.
  • High emotional intelligence and ability to handle client objections confidently.
  • Highly disciplined and self-motivated.
  • Capable of working under minimal supervision to meet targets.
  • Proficient in using digital tools and smartphones for remote client onboarding.
  • Resilience, strong networking capabilities, and a passion for financial planning.
  • Holder of a KCSE Certificate with a minimum grade of C- (or equivalent).
  • Must possess a Certificate of Proficiency (COP) or Executive Certificate of Proficiency (ECOP) in Insurance from the College of Insurance.
  • Candidates holding a Degree/Diploma in Insurance, Actuarial Science, or a business-related field are exempt from the professional certification requirement.
  • Prior experience in sales (banking, insurance, real estate, FMCG) is a strong advantage; fresh graduates with an entrepreneurial mindset are welcome.
high school
No Requirements
JOB-6ae8dd88e582c

Vacancy title:
Financial Advisor / Insurance Agent

[Type: FULL_TIME, Industry: Marketing, Sales and Service, Category: Sales & Retail, Accounting & Finance, Finance, Insurance & Real Estate]

Jobs at:
Digisavvy Group Limited

Deadline of this Job:
Monday, November 16 2026

Duty Station:
Nairobi, Mombasa | Nairobi

Summary
Date Posted: Monday, November 2 2026, Base Salary: Not Disclosed

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JOB DETAILS:

About Us

Digisavvy Insurance Agency Ltd is a leading insurance and financial services provider across Africa. We are dedicated to helping individuals and corporate clients secure their financial futures through innovative life, health, general, and investment solutions. We are seeking dynamic, self-driven, and entrepreneurial individuals to join our growing sales team.

Job Purpose

The Financial Advisor will be responsible for sourcing new clients, evaluating their financial risks, and recommending appropriate insurance products. This is a highly rewarding, field-based sales role that requires resilience, strong networking capabilities, and a passion for financial planning.

Key Responsibilities

  • Prospecting & Market Penetration: Actively identify, approach, and pitch insurance solutions to prospective individual and corporate clients.
  • Financial Needs Analysis: Assess clients' current financial situations, risk tolerances, and future goals to recommend suitable products (e.g., Life Assurance, Medical Covers, Education Plans, Motor, and Property Insurance).
  • Relationship Management: Build and maintain long-term relationships with clients to ensure high policy retention and timely renewals.
  • Claims Advisory: Guide clients through the claims process smoothly, acting as the trusted link between the client and the company.
  • Compliance & Reporting: Ensure all customer onboarding documentation meets company standards and regulatory guidelines. Attend weekly team performance meetings.

Academic & Professional Qualifications

  • Minimum Education: Holder of a KCSE Certificate with a minimum grade of C- (or equivalent).
  • Professional Certification: Must possess a Certificate of Proficiency (COP) or Executive Certificate of Proficiency (ECOP) in Insurance from the College of Insurance. (Candidates holding a Degree/Diploma in Insurance, Actuarial Science, or a business-related field are exempt).
  • Experience: Prior experience in sales (banking, insurance, real estate, FMCG) is a strong advantage, though fresh graduates with an entrepreneurial mindset are welcome.

Key Skills & Competencies

  • Excellent communication, presentation, and negotiation skills in both English and Kiswahili.
  • High emotional intelligence and ability to handle client objections confidently.
  • Highly disciplined, self-motivated, and capable of working under minimal supervision to meet targets.
  • Proficient in using digital tools and smartphones for remote client onboarding.

What We Offer

  • Uncapped Commission: Earn directly based on your effort with industry-leading commission percentages.
  • Professional Training: Continuous mentorship, product training, and leadership development programs.
  • Career Growth: Fast-track promotion opportunities to Unit Manager and Agency Manager based on performance metrics.

Work Hours: 8

Experience: No Requirements

Level of Education: high school

Job application procedure

apply

All Jobs | QUICK ALERT SUBSCRIPTION

Job Info
Job Category: Accounting/ Finance jobs in Kenya
Job Type: Full-time
Deadline of this Job: Monday, November 16 2026
Duty Station: Nairobi, Mombasa | Nairobi
Posted: 02-11-2026
No of Jobs: 1
Start Publishing: 02-11-2026
Stop Publishing (Put date of 2030): 10-10-2076
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