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Vacancy title:
Financial Advisor
[Type: FULL_TIME, Industry: Insurance, Category: Finance, Insurance & Real Estate]
Jobs at:
Jubilee Insurance
Deadline of this Job:
Monday, September 22 2025
Duty Station:
Kenya | Nairobi | Kenya
Summary
Date Posted: Monday, September 15 2025, Base Salary: Not Disclosed
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JOB DETAILS:
Responsibilities
- Proactively prospect for new clients and generate leads to build a sales pipeline.
- Analyze clients' financial goals, risk tolerance, and circumstances to provide tailored advice.
- Recommend and sell suitable investment products from the company's portfolio.
- Build and maintain long-term relationships with an assigned portfolio of clients.
- Conduct ongoing portfolio reviews and provide performance updates to clients.
- Ensure all activities and recommendations comply with industry regulations and company policies.
- Achieve individual targets for assets under management and revenue.
Qualifications
- Relevant Degree/Diploma
- Must be 23 years and above
- Any certification course in investment is added advantage
- Experience in sales will be considered
Work Hours: 8
Experience in Months: 12
Level of Education: bachelor degree
Job application procedure
Submit your CV accompanied by a Cover Letter to jamlsales@jubileekenya.com by 22nd Sept 2025 with the position and location as the email subject.
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