Background information about the job or company (e.g., role context, company overview)

Jubilee Insurance was established in August 1937, as the first locally incorporated Insurance Company based in Mombasa in 1937. Jubilee Insurance has spread its sphere of influence throughout the region to become the largest Composite insurer in East Africa, handling Life, Pensions, general and Medical insurance.

Responsibilities or duties

The role holder is responsible for leading and driving business growth within the retail distribution segment by developing and executing sales strategies that increase the uptake of Unit Trusts, Retail Investment Products, and Wealth Management Solutions through Dedicated Financial Advisors and Independent Financial Advisors

This role focuses on strengthening intermediary networks, optimizing sales performance, and driving productivity across the intermediary network. The role also supports client retention, drives channel productivity, and ensures compliance with CMA, RBA, KRA, AML, Data Protection, and internal policies.

Qualifications or requirements (e.g., education, skills)

Academic Background:

• Bachelor’s Degree in Finance, Economics, Business Administration, Marketing, or related field.
• A Master’s Degree is an added advantage.
• Professional qualifications such as CISI, CFA (Level I or above), or ICPAK/CIMA are advantageous.

Experience needed

Relevant Experience

• Minimum 10-15 years of experience in financial services, with strong exposure to retail distribution, wealth management, or Unit Trust sales with a minimum of 5 years in a managerial role.
• Proven leadership experience in managing and scaling distribution channels.
• Demonstrated success in driving retail business growth and channel performance.
• Strong networks within the retail investment ecosystem.
• Deep understanding of the Kenyan financial services market, regulatory environment, and industry trends.

• Leading and driving business growth within the retail distribution segment
• Developing and executing sales strategies that increase the uptake of Unit Trusts, Retail Investment Products, and Wealth Management Solutions through Dedicated Financial Advisors and Independent Financial Advisors
• Strengthening intermediary networks
• Optimizing sales performance
• Driving productivity across the intermediary network
• Supporting client retention
• Driving channel productivity
• Ensuring compliance with CMA, RBA, KRA, AML, Data Protection, and internal policies

• Leadership
• Sales Strategy Development
• Retail Distribution Management
• Wealth Management
• Unit Trust Sales
• Intermediary Network Management
• Sales Performance Optimization
• Channel Productivity Improvement
• Client Retention Strategies
• Regulatory Compliance (CMA, RBA, KRA, AML, Data Protection)
• Kenyan Financial Services Market Knowledge
• Understanding of Regulatory Environment
• Industry Trend Analysis

• Bachelor’s Degree in Finance, Economics, Business Administration, Marketing, or related field.
• Master’s Degree (added advantage)
• Professional qualifications such as CISI, CFA (Level I or above), or ICPAK/CIMA (advantageous)