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Dedicated Financial Advisors -Mombasa Job Jubilee Insurance
Jubilee Insurance
Mombasa 🇰🇪 Kenya
Posted about 4 hours ago (22 Oct 2026) Updated about 4 hours ago
Job Description
The Dedicated Financial Advisor provides tailored insurance solutions, guiding clients through product selection and policy acquisition. Duties include conducting needs assessments, preparing proposals, processing applications and maintaining ongoing client relationships to meet sales objectives. Strong interpersonal skills and a customer‑focused approach are vital for success.
Qualifications & Requirements
- • Diploma in Insurance, Business, Finance or a related field
- • Strong communication and interpersonal skills for client interaction
- • Ability to understand complex insurance products and explain them clearly
- • Goal‑oriented with a passion for achieving sales targets
- • Basic computer skills and familiarity with insurance management software
Required Skills
Responsibilities
- • Provide personalized insurance advice and recommend appropriate products to clients
- • Conduct needs assessments and prepare tailored insurance proposals
- • Process applications, follow up on underwriting and ensure timely policy issuance
- • Build and maintain long‑term client relationships to drive repeat business
- • Meet sales targets and contribute to branch growth and profitability