Experienced Financial Advisors

Key Responsibilities

Client Advisory & Sales

• Provide financial planning and insurance advisory to individual and corporate clients.
• Match client needs with appropriate life insurance products.
• Meet and exceed assigned sales targets.

Business Development

• Prospect and onboard new clients through referrals, networking, and market outreach.
• Participate in marketing campaigns and promotional activities.

Relationship Management

• Maintain strong client relationships through regular policy reviews and follow-ups.
• Ensure high levels of customer satisfaction and retention.

Compliance & Reporting

• Adhere to regulatory requirements and company policies.
• Keep accurate records of client interactions and sales activities.
• Submit timely reports to supervisors.

Qualifications & Experience

• Diploma or Bachelor’s degree in Business, Finance, Insurance, or related field.
• COP certification (Certificate of Proficiency in Insurance) is an added advantage.
• Prior experience in sales, insurance, banking or financial advisory is an added advantage.
• Strong knowledge of insurance products and financial planning concepts.

Skills & Competencies

• Excellent communication and interpersonal skills.
• Strong negotiation and presentation ability.
• Self-driven with a passion for sales and client service.
• Integrity and professionalism in handling client information.

Performance Indicators

• Achievement of monthly and annual sales targets.
• Growth in client portfolio.
• Customer satisfaction and retention rates.
• Compliance with company and regulatory standards.

How to Apply

Interested and qualified candidates should forward their CV to: akiprop@pioneerassurance.co.ke using the position as the subject of the email. Alternatively, candidates may apply through the official application portal.