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Financial Advisor (Insurance)

Brites Management Services Limited Nairobi Full Time Posted 2026-08-07
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AI summary

Brites Management Services Limited is hiring a full-time Financial Advisor (Insurance) in Nairobi. The role focuses on lead generation, client needs assessment, sales and advisory services, policy administration, and compliance. Applicants should hold a diploma or degree in a relevant field and must have an IRA or ECOP license.

  • Full-time insurance advisory role based in Nairobi
  • Commission-based attractive income structure
  • IRA or ECOP license is mandatory
  • Fresh graduates with strong sales aptitude are encouraged to apply
  • Interviews conducted on a rolling basis

AI job guide

Use this guide to check salary signals, requirements, documents, application steps and safety before you apply.

AI salary guide

Source salary available

The 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
  • VerifyLicence, permit or professional registration
  • 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.

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Original source description

  • FINANCIAL ADVISOR (INSURANCE)
  • Brites Management Services Limited
  • Accounting, Auditing & Finance
  • 4 weeks ago
  • Easy apply
  • Nairobi
  • Full Time
  • Banking, Finance & Insurance
  • Confidential
  • Share link
  • Share on WhatsApp
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  • 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:
  • Bengali
  • 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 Bachelors Degree in Insurance, Business Administration, Marketing, Finance, Economics, or a related field.
  • IRA or ECOP license is mandatory.
  • 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.
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  • 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
Source and provenanceSource: BrighterMonday Kenya. Last checked: 2026-08-26.Kazi Connect is a job discovery service, not the employer. Always confirm the vacancy at the original source.Summaries may be AI-assisted. Report inaccurate content.
Never pay to apply. Always confirm the original source and watch for payment requests, sensitive document requests, or unrealistic promises.