Bancassurance Sales Officers
Jubilee Insurance
Quick Take
Sell Jubilee Health Insurance and life products to bank customers across multiple branch networks in Western, Rift Valley, Coast, and Central Kenya, meeting monthly targets and building lasting client relationships.
2–5 years of proven insurance or financial services sales experience, strong target-driven sales ability, and proficiency with CRM systems and MS Office.
Competitive salary (KES 50,000–90,000/mo) with a market-leading East African insurer, field-based autonomy, and clear growth pathway within a stable, 87-year-old brand.
Job Description
Jubilee Health Insurance, a subsidiary of Jubilee Insurance — East Africa's largest composite insurer — is seeking motivated and results-driven Bancassurance Sales Officers to join its expanding team. This is a field-based sales role focused on driving insurance product uptake through banking partnerships across Western, Rift Valley, Coast, and Central regions of Kenya.
If you thrive in a target-driven environment, enjoy building lasting client relationships, and are passionate about connecting people with quality healthcare and financial protection solutions, this is your opportunity to grow with a market-leading brand that has been serving East Africa since 1937.
- Promote and sell Jubilee Health Insurance products through assigned bank branch networks and bancassurance partnerships.
- Identify and pursue new sales opportunities by engaging walk-in bank customers, existing account holders, and referrals from bank relationship managers.
- Meet and exceed monthly, quarterly, and annual sales targets for premiums and policy volumes.
- Conduct needs assessments and recommend appropriate health insurance and life covers tailored to individual client profiles.
- Build and maintain strong working relationships with bank branch staff, tellers, and relationship officers to drive joint business development.
- Prepare and present insurance proposals, quotations, and policy documentation to prospective clients.
- Follow up on leads, renewals, and pending applications to ensure timely conversion and policy issuance.
- Maintain accurate sales records, activity logs, and client databases using the company's CRM tools.
- Resolve client queries and complaints promptly, ensuring high levels of customer satisfaction and retention.
- Participate in sales activations, promotional events, and product training sessions as required.
- 2–5 years of proven experience in insurance sales, bancassurance, or financial services sales — you must be able to demonstrate a track record of consistently meeting targets.
- Ability to prospect, qualify, and close sales independently with minimal supervision within a bank branch setting.
- Strong interpersonal skills — capable of engaging confidently with retail banking customers, HNW individuals, and SME owners.
- Comfortable explaining complex insurance products (health covers, life policies, pension products) in simple, client-friendly language.
- Proficiency in using CRM systems, MS Office tools, and mobile sales platforms to manage pipeline and reporting.
- Demonstrated ability to collaborate with bank staff and co-develop referral pipelines that generate consistent lead flow.
- Self-motivated with strong time management skills — able to manage multiple branch assignments across a geographic region.
- Bachelor's degree (BA/BSc/HND) in a business-related field; a Certificate of Proficiency (COP) in Insurance is an added advantage.
Jubilee Insurance offers a competitive remuneration package in line with industry standards. While the specific salary band for this role has not been publicly disclosed, Bancassurance Sales Officers at this level in Kenya typically earn a base salary in the range of KES 50,000 – KES 90,000 per month, complemented by a performance-based commission structure that can significantly increase total earnings. Benefits are expected to include health insurance coverage, a sales commission scheme, and ongoing professional development opportunities.
Ideal candidates are sales professionals with a solid insurance or banking background who are comfortable working within bank branches, can build rapport quickly with diverse clients, and are hungry to grow their careers within a well-established insurance brand. Candidates with existing networks in Western, Rift Valley, Coast, or Central Kenya are especially encouraged to apply.
Do not apply if you have no prior experience in insurance or financial services sales, are uncomfortable with field-based or target-driven roles, or are unable to commit to full-time deployment within the specified regions.
- Prepare an updated CV clearly highlighting your insurance or financial services sales experience and measurable achievements (e.g. premiums generated, targets achieved).
- Include a brief cover letter stating your preferred region (Western, Rift Valley, Coast, or Central) and why you are the right fit for this role.
- Submit your application through the Jubilee Insurance careers portal or the job platform where this posting appears.
- Applications must be submitted before the deadline of 23rd June 2026. Only shortlisted candidates will be contacted.
- Note: Do not pay any fee, notarisation charge, or assessment cost as part of this recruitment process.
Requirements Breakdown
Must Have
- 2–5 years proven experience in insurance sales, bancassurance, or financial services sales with demonstrated track record of meeting targets
- Ability to prospect, qualify, and close sales independently with minimal supervision in a bank branch setting
- Strong interpersonal and communication skills — capable of explaining complex insurance products in simple language to diverse customer segments
- Proficiency in CRM systems, MS Office, and mobile sales platforms
- Bachelor's degree (BA/BSc/HND) in a business-related field
Nice to Have
- Certificate of Proficiency (COP) in Insurance
- Experience working with HNW individuals and SME owners
- Demonstrated success in co-developing bank referral pipelines
- Experience in health insurance or life policy sales specifically
Don't meet every requirement? Tailor your CV to close the gap →
Salary Context
Competitive mid-market salary for bancassurance sales roles in Nairobi with performance upside.
The KES 50,000–90,000/mo range is typical for bancassurance sales officers in Kenya with 2–5 years' experience; salary progression typically depends on target achievement, geographic region assigned, and portfolio size. Senior performers or those covering high-density regions often earn toward the upper end.
About Jubilee Insurance
Jubilee Insurance is East Africa's largest composite insurer and a pillar of the regional financial services sector since 1937. Through its Jubilee Health Insurance subsidiary, the company serves thousands of individuals, SMEs, and corporate clients across Kenya with integrated health, life, and financial protection solutions. Working here means joining a trusted, innovative brand with deep market penetration and genuine commitment to expanding insurance access across East Africa.
Likely Interview Questions
- 1
Walk us through your most significant insurance sale in the last 12 months. How did you identify the opportunity, and what was your process to close it?
- 2
Describe your experience working in a bancassurance or bank partnership environment. How did you build and maintain relationships with bank staff to generate leads?
- 3
Tell us about a time you missed a sales target. What did you do to recover, and what did you learn?
- 4
How would you approach selling a complex health insurance product (e.g., a family cover with exclusions and waiting periods) to a walk-in bank customer with no insurance background?
- 5
Jubilee operates across multiple regions (Western, Rift Valley, Coast, Central). How would you manage multiple branch assignments, and what tools or strategies would you use to stay organized?
Application Tips
Quantify your sales achievements: include specific premium volumes, policy counts, and target attainment percentages (e.g., '110% of annual premium target, KES 2.3M across 45 policies') to demonstrate consistent performance.
Highlight bancassurance or bank partnership experience explicitly — emphasize any success you've had building referral pipelines with bank staff, tellers, or relationship officers.
Showcase CRM and mobile platform proficiency by naming specific tools you've used (e.g., Salesforce, Zoho, or Jubilee's systems if you know them) and briefly describe how you've used them to manage pipeline or reporting.
Career Path
Roles that lead here
Where this leads
Skills & Keywords
Honest Assessment
Green Flags
- Reputable, long-established employer (Jubilee Insurance since 1937) with market leadership and financial stability — low risk of redundancy or instability.
- Clear, detailed job description with well-defined responsibilities, KPIs, and success metrics, making expectations transparent.
- Field-based role with autonomy and minimal supervision appeals to self-starters; genuine sales growth potential tied to performance.
- Competitive salary range with built-in upside (50–90k band suggests performance incentives or commission structure) and benefits package implied but not detailed.
Watch Out
- Job description is incomplete — the 'Salary & Benefits' section is cut off mid-sentence, so full benefits and incentive structure are unclear.
- Geographic expectation is demanding (four regions: Western, Rift Valley, Coast, Central) with no mention of travel allowance, vehicle provision, or relocation support — clarify logistics before applying.
A Day in the Life
Your week involves splitting time across 2–3 assigned bank branches, arriving early to align with relationship managers on warm leads and morning foot traffic. You spend mid-mornings conducting needs assessments with walk-in customers and existing account holders, presenting quotations and explaining product features over coffee or in the bank's consultation room. Afternoons are dedicated to follow-up calls on pending applications, renewal reminders to lapsed clients, and data entry in the CRM system. You attend a mid-week product training or sales activation event at a branch, and close the week reviewing your activity logs and monthly progress against your premium and policy targets with your team leader.
Frequently Asked Questions
What qualifications do I need to be a Bancassurance Sales Officer at Jubilee Insurance?
You need a Bachelor's degree (BA/BSc/HND) in a business-related field and 2–5 years of proven insurance, bancassurance, or financial services sales experience with a demonstrated track record of meeting targets. A Certificate of Proficiency (COP) in Insurance is advantageous but not mandatory.
Is the Bancassurance Sales Officer role at Jubilee Insurance remote or field-based?
This is a field-based role. You will be assigned to multiple bank branch networks across Western, Rift Valley, Coast, and Central regions of Kenya, working directly with bank customers and staff. It is not remote.
How much does a Bancassurance Sales Officer earn at Jubilee Insurance?
The posted salary range is KES 50,000–90,000 per month. The exact salary depends on your experience, performance, and geographic assignment. Additional benefits (commission, allowances, bonuses) are implied but not fully detailed in the job posting — ask during the interview.
What are the career growth opportunities for a Bancassurance Sales Officer at Jubilee Insurance?
Strong performers typically progress to Bancassurance Sales Supervisor, Branch Sales Manager, or Regional Sales Manager roles. You may also transition into product management or business development within Jubilee Health Insurance or the broader group.
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