Financial Advisor – Insurance Sales

Brites Management is recruiting a dynamic and results-driven Financial Advisor specialising in insurance sales on behalf of a leading insurance firm in Kenya. This role is ideal for a motivated individual who thrives in a client-facing, target-driven environment and is passionate about helping individuals and businesses protect their financial futures through tailored insurance solutions.

You will be responsible for the full advisory cycle — from prospecting and needs assessment through to policy placement, client retention, and claims support — making this a rewarding opportunity for those who combine strong sales acumen with genuine client empathy.

• Identify and pursue new business opportunities through networking, referrals, cold calling, social media, and community engagement activities.
• Develop and maintain a robust pipeline of prospective clients, consistently tracking progress toward conversion.
• Attend industry events, exhibitions, and community forums to generate quality leads and build brand visibility.
• Conduct comprehensive financial and risk assessments to understand each client's goals, vulnerabilities, and coverage gaps.
• Educate prospective and existing clients on available insurance products, policy structures, premiums, benefits, and exclusions.
• Prepare accurate quotations, tailored proposals, and compliant policy documentation for client review.
• Negotiate and close sales while strictly adhering to regulatory requirements and ethical sales standards.
• Consistently achieve and exceed assigned monthly and quarterly sales targets.
• Build and maintain long-term client relationships through regular policy reviews, proactive renewals, and responsive service.
• Assist clients with policy applications, amendments, renewals, and cancellations in a timely manner.
• Guide clients through claims procedures, documentation requirements, and liaise with internal teams and insurers for efficient resolution.
• Maintain accurate client records, activity logs, and submit required compliance reports within stipulated timelines.
• Stay current with industry trends, regulatory updates, and new product offerings to provide informed advisory services.

• Must be able to prospect independently and build a client book through multiple lead generation channels including digital platforms and referral networks.
• Must demonstrate the ability to conduct structured needs analysis conversations and translate client information into appropriate product recommendations.
• Must be able to present complex insurance and financial concepts in simple, accessible language to diverse client profiles.
• Must show a track record of meeting or exceeding sales targets in insurance, financial services, banking, or a related sales role — or demonstrate a strong, proven sales aptitude if a fresh graduate.
• Must be capable of managing a pipeline of clients simultaneously, maintaining organised follow-up schedules and CRM records.
• Must understand basic compliance obligations under Kenyan insurance regulations (IRA guidelines) and apply ethical sales practices without supervision.
• Strong negotiation, persuasion, and objection-handling skills are essential.
• Must hold a Diploma or Bachelor's Degree in Insurance, Business Administration, Marketing, Finance, Economics, or a related discipline.
• Professional insurance qualifications (e.g., AIIK, CII) are a distinct advantage.

The compensation structure for this role is primarily commission-based with a retainer, which is standard practice in the Kenyan insurance advisory sector. Estimated total monthly earnings range from KES 40,000 to KES 120,000 depending on performance, client portfolio size, and product mix. High performers can significantly exceed this range through uncapped commissions and bonuses tied to sales achievements.

• Performance-based commissions and sales bonuses
• Professional development and product training
• Opportunity to build a recurring income through policy renewals

Ideal candidates are self-starters who are comfortable working in a commission-driven environment, enjoy building relationships, and can operate with a high degree of personal accountability. You may be an experienced insurance or financial sales professional, a banker transitioning into advisory roles, or a fresh graduate with demonstrable sales energy and a desire to build a career in financial services.

Do not apply if you are uncomfortable with performance-based pay structures, prefer purely administrative roles, or are unwilling to engage in active prospecting and field-based client engagement. This role demands consistent hustle and proactive business development.

Interested and qualified candidates should apply through the Brites Management official website or the job platform where this posting appeared. Ensure your CV clearly highlights your sales experience, any insurance qualifications, and quantifiable achievements (e.g., policies sold, revenue generated, client retention rates). Shortlisted candidates will be contacted directly for interviews. Only those who meet the minimum qualifications will be considered.