FINANCIAL ADVISOR (INSURANCE)
AI summary
Brites Management Services Limited is hiring a full-time Financial Advisor (Insurance) in Nairobi to generate leads, assess client needs, and sell insurance and financial solutions. The role is commission-based with attractive income and targets candidates with a diploma or degree in insurance, business, marketing, finance, or a related field. Fresh graduates with strong sales aptitude are encouraged to apply.
- Commission-based role with attractive income potential
- Full-time position based in Nairobi, Kenya
- Diploma or degree in Insurance, Business, Marketing, Finance, or related field
- Sales, negotiation, and relationship-building skills required
- Fresh graduates with strong sales aptitude are welcome
- Interviews on a rolling basis until the position is filled
AI job guide
Use this guide to check salary signals, requirements, documents, application steps and safety before you apply.
AI salary guide
Source salary availableThe source lists COMMISSIONS BASED (ATTRACTIVE INCOME). Confirm the final pay, benefits, contract terms and allowances directly with the employer before accepting an offer.
Can you qualify for this role?
- UnclearRelated work experienceThe text mentions experience, but the exact level should be confirmed at source.
- RequiredEducation or certification mentioned in the postThe captured text mentions education, a diploma, certificate, or licence.
- PreferredPractical evidence in sales, internship, no_experienceThe tags and summary point to skills connected with this role.
- RequiredAvailability to work in NairobiThe vacancy is associated with this location.
- UnclearComfort with the Full Time contract termsConfirm hours, duration, probation and benefits at the original source.
Documents to prepare
- Likely requiredUpdated CV
- Role specificCover letter or short employer message
- OptionalProfessional references
- Role specificAcademic or professional certificates
- VerifyID or passport only after verifying the employer
Application tips for this job
- Place your strongest FINANCIAL ADVISOR (INSURANCE) evidence in the first half of your CV.
- In your cover letter or employer message, connect your experience to Brites Management Services Limited and the role in Nairobi.
- Add concrete examples related to sales, internship, no_experience, ideally with measurable outcomes or clear responsibilities.
- Follow the instructions from BrighterMonday Kenya; avoid sending documents to unofficial contacts or copied links.
- Confirm the deadline, interview location and employer contact before sharing personal documents.
Source and safety check
- BrighterMonday Kenya
- Original source link available
- Application method is clear
- Deadline not specified
- No major risk signal was detected in the captured text.
Never pay for interviews, shortlisting, medical checks, uniforms, or job placement. Confirm every application at the original source before sharing personal documents. Report suspicious listing.
Interview preparation
- What experience makes you a strong fit for this FINANCIAL ADVISOR (INSURANCE) role in sales, internship?
- How have you handled responsibilities similar to those in this job post?
- Are you available to work in Nairobi under the listed contract or schedule?
- Prepare examples with clear responsibilities, tools used and measurable outcomes.
- Review the source and research Brites Management Services Limited before the interview.
Ask what the first priorities will be in the role and how success will be measured.
Similar jobs to consider
Use AI to apply better
After confirming the original source, use Career Assistant to check role fit, tailor your CV and prepare a cover letter or employer message.
Original source description
- FINANCIAL ADVISOR (INSURANCE)
- Brites Management Services Limited
- Accounting, Auditing & Finance
- 3 days ago
- Easy apply
- New
- Nairobi
- Full Time
- Banking, Finance & Insurance
- Confidential
- Share link
- Share on WhatsApp
- Share on LinkedIn
- Share on Facebook
- Share on Twitter
- Share via SMS
- Job summary
- Identify and pursue new business opportunities through networking, referrals, cold calling, social media, and other prospecting methods.
- Min Qualification:
- Diploma
- Language Requirement:
- English
- Working Hours:
- Full Time - 8 to 5
- Applicant
- Location:
- Kenya
- Job descriptions &
Requirements
- JOB TITLE
- FINANCIAL ADVISOR (INSURANCE)
- NATURE OF JOB
- FULL TIME
- INDUSTRY
- INSURANCE / FINANCIAL SERVICES
- SALARY
- COMMISSIONS BASED (ATTRACTIVE INCOME)
- JOB LOCATION
- NAIROBI
- DUTIES AND
Responsibilities
- Lead
- Generation and Business Development
- ·
- Identify
- and pursue new business opportunities through networking, referrals, cold
- calling, social media, and other prospecting methods.
- ·
- Develop
- and maintain a strong pipeline of prospective clients.
- ·
- Attend
- industry events, exhibitions, and community engagements to generate leads.
- ·
- Build
- strategic relationships with individuals, businesses, and referral partners.
- Client Needs Assessment
- ·
- Meet
- with prospective and existing clients to understand their financial goals, risk
- exposure, and insurance needs.
- ·
- Conduct
- comprehensive financial and risk assessments.
- ·
- Analyze
- client information to identify suitable insurance and financial protection
- solutions.
- ·
- Educate
- clients on various insurance products and coverage options.
- Sales and Advisory Services
- ·
- Present
- and explain insurance products, policy benefits, exclusions, and premium
- structures.
- ·
- Recommend
- customized insurance solutions based on client needs and budgets.
- ·
- Prepare
- quotations, proposals, and policy documentation.
- ·
- Negotiate
- and close sales while ensuring compliance with regulatory requirements.
- ·
- Consistently
- achieve and exceed individual sales targets.
- Customer Relationship Management
- ·
- Develop
- and maintain long-term relationships with clients.
- ·
- Provide
- ongoing policy reviews and updates to ensure coverage remains relevant.
- ·
- Address
- client inquiries and provide timely solutions.
- ·
- Maintain
- accurate customer records and follow-up schedules.
- Policy Administration and Claims Support
- ·
- Assist
- clients with policy applications, renewals, amendments, and cancellations.
- ·
- Guide
- clients through claims procedures and documentation requirements.
- ·
- Liaise
- with internal departments and insurers to facilitate efficient claims
- processing.
- ·
- Monitor
- policy renewals and proactively engage clients to maintain coverage.
- Compliance and Reporting
- ·
- Ensure
- adherence to insurance regulations, company policies, and ethical sales
- practices.
- ·
- Maintain
- accurate sales records and activity reports.
- ·
- Submit
- required documentation and reports within stipulated timelines.
- ·
- Stay
- informed about industry trends, market developments, and new insurance
- products.
- KEY REQUIREMENT SKILLS AND QUALIFICATION
- ·
- Diploma or Bachelor's Degree in Insurance,
- Business Administration, Marketing, Finance, Economics, or a related field.
- ·
- Previous
Experience
- in insurance sales,
- financial advisory, banking, or related sales roles is preferred.
- ·
- Fresh graduates with strong sales aptitude
- are encouraged to apply.
- ·
- Knowledge of insurance products and
- financial planning concepts is an advantage.
- ·
- Excellent sales, negotiation, and
- persuasion skills.
- ·
- Strong interpersonal and
- relationship-building abilities.
- HOW TO APPLY
- · If you meet the above qualifications,
- skills and
- share CV on recruitment@britesmanagement.com
- · Interviews will be carried out on a
- rolling basis until the position is filled.
- · Only the shortlisted candidates will be
- contacted.
- Log In and Apply
- Important safety tips
- Do not make any payment without confirming with the BrighterMonday Customer Support Team.
- If you think this advert is not genuine, please report it via the Report Job link below.
- Report Job
