Full time Offered Salary :

Independent Financial Advisor (IFA) at Jubilee Insurance

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Job Description

Job Ref. No: JAML001

Role Purpose

To provide Professional Investment Advisory services to our clients within the Retail, High Net worth & Institutional segments. 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
  • CISI Module I and II (optional)
  • Investment industry knowledge (added advantage)

Relevant Experience

  • Minimum of 5 years’ sales experience in the Financial Services industry selling investment products or experience selling Insurance products with minimum API of Kes 3m for full year 2022.

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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