Full time Offered Salary :

Dedicated Financial Advisor at Jubilee Insurance

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Job Description

Job Ref. No: JAML002

Role Purpose

To provide Professional Investment Advisory services to our clients within the retail segment. The successful candidate will be responsible for sourcing, retaining, and growing a client base by implementing financial planning solutions in line with the client’s needs. The role holder will be required to be up to date with macro-economic trends, market developments as well as monitoring corporate actions of listed companies.

Main duties and responsibilities:

  • Meeting clients to understand their financial objectives by selling & cross selling of all JFSL products and services.
  • Managing, maintaining and building new and existing client relationships.
  • Preparing and presenting proposals to existing and potential clients
  • Provide direct sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.
  • Participate in specific product campaigns by ensuring that the products are explained to customers.
  • Adhering to compliance, operational procedures, and practice management standards.
  • Staying abreast of product information, performance, and industry changes.
  • Building a sustainable book of clients in the retail segment.
  • Assists clients grow their investment portfolios by giving them the right advice on where to invest the money for maximum returns while reducing risk.
  • Asks clients pertinent questions to understand their financial goals to advise them correctly on what investment options to take.
  • Advises clients on changing economic and investment trends to assist them in making informed choices about investments in their chosen areas.
  • Interprets financial and investment reports on behalf of clients to assist them in having a deeper understanding of the performance of their investments.
  • Carries periodic updates of clients’ investment portfolios to assist clients in seeing the performance of their portfolios.
  • Builds client relationships that assist them in offering new investment products and services.
  • Meets with clients to understand their financial needs and objectives, risk tolerance, income, and asset profiles to assist them in choosing the ideal investment options.
  • Complies with all regulatory requirements in offering advice to clients to avoid penalties from regulators.
  • Consistently achieving the allocated sales targets.

Key Competencies

  • Prospecting skills
  • Personal Branding
  • Social Selling skills
  • Virtual Selling Skills
  • Consultative Selling skills
  • Able to work independently
  • Relationship management and networking skills
  • Able to plan and manage time effectively
  • Strong negotiation skills are required.
  • Ability to understand economic and financial trends is a requirement.
  • Good communication skills.
  • Good stakeholder management skills.
  • A high level of attention to detail
  • Ability to work under pressure.


  • Bachelor’s degree/Diploma in relevant field
  • Investment industry knowledge (added advantage)

Relevant Experience

  • Minimum of 1 years’ work experience in the Financial Services industry in a Sales role within the Asset/wealth and Investment management space

Method of Application

If you are qualified and seeking an exciting new challenge, please apply via Recruitment@jubileekenya.com quoting the Job Reference Number and Position by Friday, 5 th May 2023

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