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Financial Sales Advisors Jobs in Kenya

UAP a leading insurance company wishes to recruit experienced, dynamic, innovative and high caliber individuals to fill the positions of Financial Sales Advisors.

Reporting to the Assistant Sales Manager and operating in a highly competitive and dynamic environment, this challenging position requires the candidates to perform the following functions:

Duties and Responsibilities

  • Prospecting for clients for the provision of  insurance and investment services and products including unit trusts, life insurance, monthly investment plans, education plans, General insurance, Retirement planning, offshore products etc.
  • Provide financial advice to clients according to their requirements and risk profile, as well as the performance of the specific portfolios
  • Carry out a detailed-fact find review of the potential clients and recommend appropriate insurance and investment products.
  • Maintain a regular follow-up with clients to maintain a strong customer service.

Qualifications, Skills and Ability Requirements:
  • Minimum K C S E grade C
  • Minimum Age 28 and above
  • Bachelor's degree or relevant professional qualifications will be an added advantage.
  • Successful track record of selling in the financial services sector, teaching or any other relevant profession;
  • Have a good network and adept at connecting with people;
  • Prior experience in selling life, investments or  in any other field will be a definite advantage.
  • COP in insurance or its equivalent professional certification, added advantage
  • Good working knowledge of financial markets and financial products
  • Results oriented and able to work under strict deadlines to meet sales targets
  • Ability to thrive in a high-pressure, fast-paced environment with minimum supervision

Remuneration is an attractive highly rewarding Commission based structure.


If interested, please apply to pesuna@uap-group.com with a covering letter explaining how you would meet the demands of this challenging position (please do not send hard copies).

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