Job Ref. No: JLIL 415

Role Purpose

The role holder is responsible for driving the growth, profitability, and market expansion of the retail business. The role oversees the development and execution of commercial strategies across branch networks, agency channels, alternative channels, partnerships, and digital platforms, ensuring sustainable revenue growth and enhanced customer experience. This role plays a pivotal leadership function in expanding distribution capabilities, modernizing sales and training frameworks, and fostering strategic partnerships to strengthen market positioning.

Academic Background & Relevant Qualifications

• Master’s in finance, Business Administration, Strategy, or any other related course
• Bachelor’s degree in finance/Business Related fields
• CPA-K/ACCA Qualification or equivalent
• Diploma in Insurance, LOMA/CII, TDPK Qualification
• At least 10 years’ experience in a Life Insurance Sales Leadership role.
• Have experience in operating in complex business environments and/or regulated sectors and have the personal qualities to develop strong stakeholder relationships.
• Demonstrate ‘best in class’ knowledge of technology, change, process improvement and operational management in relevant businesses.
• Experience in financial planning, budgeting, forecasting, financial analysis, and financial reporting within the insurance industry.
• Experience in building high-performing teams, fostering a culture of collaboration, and providing guidance and mentorship to finance professionals.

Role Purpose

• The role holder will distribute Jubilee Life solutions and serve the customers introduced to the company.

The key responsibilities include: –

• Attend product and skill training organized by Jubilee Life so as to understand company products and how to distribute them.
• Prospect in the market to present Jubilee products to prospective customers
• Solicit and procure business on behalf of the Company.
• Service the client and convey all information received from the client to the Company.
• Uphold the image and brand of the Company.
• Achieve the new business sales budget in terms of Number of Policies (NOPs), Annualized
• Premiums (ANP), Persistency and premiums written (GWP) targets for both new and renewal business.
• Attend all meetings called by Jubilee sales management for training, supervision, motivation and market deployment.
• Comply with industry code of conduct plus all Company regulations and all the relevant laws and regulations of the country governing the activities of the trade.

Minimum Requirements:
The basic requirement and qualifications should include but is not limited to: –

• Minimum Age of – 21 years
• Education level – Graduate/Diploma/Certificate Holder.
• Minimum Grade C- (Minus) in KCSE.
• IT and Digital skills
• Self-driven, positive attitude, disciplined and a go-getter.

Role Purpose

• The role holder will distribute Jubilee Life solutions and serve the customers introduced to the company.

The key responsibilities include: –

• Attend product and skill training organized by Jubilee Life so as to understand company products and how to distribute them.
• Prospect in the market to present Jubilee products to prospective customers
• Solicit and procure business on behalf of the Company.
• Service the client and convey all information received from the client to the Company.
• Uphold the image and brand of the Company.
• Achieve the new business sales budget in terms of Number of Policies (NOPs), Annualized
• Premiums (ANP), Persistency and premiums written (GWP) targets for both new and renewal business.
• Attend all meetings called by Jubilee sales management for training, supervision, motivation and market deployment.
• Comply with industry code of conduct plus all Company regulations and all the relevant laws and regulations of the country governing the activities of the trade.

Minimum Requirements:
The basic requirement and qualifications should include but is not limited to: –

• Minimum Age of – 21 years
• Education level – Graduate/Diploma/Certificate Holder.
• Minimum Grade C- (Minus) in KCSE.
• IT and Digital skills
• Self-driven, positive attitude, disciplined and a go-getter.

Role Purpose

• The role holder will distribute Jubilee Life solutions and serve the customers introduced to the company.

The key responsibilities include: –

• Attend product and skill training organized by Jubilee Life so as to understand company products and how to distribute them.
• Prospect in the market to present Jubilee products to prospective customers
• Solicit and procure business on behalf of the Company.
• Service the client and convey all information received from the client to the Company.
• Uphold the image and brand of the Company.
• Achieve the new business sales budget in terms of Number of Policies (NOPs), Annualized
• Premiums (ANP), Persistency and premiums written (GWP) targets for both new and renewal business.
• Attend all meetings called by Jubilee sales management for training, supervision, motivation and market deployment.
• Comply with industry code of conduct plus all Company regulations and all the relevant laws and regulations of the country governing the activities of the trade.

Minimum Requirements:
The basic requirement and qualifications should include but is not limited to: –

• Minimum Age of – 21 years
• Education level – Graduate/Diploma/Certificate Holder.
• Minimum Grade C- (Minus) in KCSE.
• IT and Digital skills
• Self-driven, positive attitude, disciplined and a go-getter.

Role Purpose

• The role holder will distribute Jubilee Life solutions and serve the customers introduced to the company.

The key responsibilities include: –

• Attend product and skill training organized by Jubilee Life so as to understand company products and how to distribute them.
• Prospect in the market to present Jubilee products to prospective customers
• Solicit and procure business on behalf of the Company.
• Service the client and convey all information received from the client to the Company.
• Uphold the image and brand of the Company.
• Achieve the new business sales budget in terms of Number of Policies (NOPs), Annualized
• Premiums (ANP), Persistency and premiums written (GWP) targets for both new and renewal business.
• Attend all meetings called by Jubilee sales management for training, supervision, motivation and market deployment.
• Comply with industry code of conduct plus all Company regulations and all the relevant laws and regulations of the country governing the activities of the trade.

Minimum Requirements:
The basic requirement and qualifications should include but is not limited to: –

• Minimum Age of – 21 years
• Education level – Graduate/Diploma/Certificate Holder.
• Minimum Grade C- (Minus) in KCSE.
• IT and Digital skills
• Self-driven, positive attitude, disciplined and a go-getter.

Role Purpose

• The role holder will distribute Jubilee Life solutions and serve the customers introduced to the company.

The key responsibilities include: –

• Attend product and skill training organized by Jubilee Life so as to understand company products and how to distribute them.
• Prospect in the market to present Jubilee products to prospective customers
• Solicit and procure business on behalf of the Company.
• Service the client and convey all information received from the client to the Company.
• Uphold the image and brand of the Company.
• Achieve the new business sales budget in terms of Number of Policies (NOPs), Annualized
• Premiums (ANP), Persistency and premiums written (GWP) targets for both new and renewal business.
• Attend all meetings called by Jubilee sales management for training, supervision, motivation and market deployment.
• Comply with industry code of conduct plus all Company regulations and all the relevant laws and regulations of the country governing the activities of the trade.

Minimum Requirements:
The basic requirement and qualifications should include but is not limited to: –

• Minimum Age of – 21 years
• Education level – Graduate/Diploma/Certificate Holder.
• Minimum Grade C- (Minus) in KCSE.
• IT and Digital skills
• Self-driven, positive attitude, disciplined and a go-getter.

Role Purpose

• The role holder will distribute Jubilee Life solutions and serve the customers introduced to the company.

The key responsibilities include: –

• Attend product and skill training organized by Jubilee Life so as to understand company products and how to distribute them.
• Prospect in the market to present Jubilee products to prospective customers
• Solicit and procure business on behalf of the Company.
• Service the client and convey all information received from the client to the Company.
• Uphold the image and brand of the Company.
• Achieve the new business sales budget in terms of Number of Policies (NOPs), Annualized
• Premiums (ANP), Persistency and premiums written (GWP) targets for both new and renewal business.
• Attend all meetings called by Jubilee sales management for training, supervision, motivation and market deployment.
• Comply with industry code of conduct plus all Company regulations and all the relevant laws and regulations of the country governing the activities of the trade.

Minimum Requirements:
The basic requirement and qualifications should include but is not limited to: –

• Minimum Age of – 21 years
• Education level – Graduate/Diploma/Certificate Holder.
• Minimum Grade C- (Minus) in KCSE.
• IT and Digital skills
• Self-driven, positive attitude, disciplined and a go-getter.

Role Purpose

• The role holder will distribute Jubilee Life solutions and serve the customers introduced to the company.

The key responsibilities include: –

• Attend product and skill training organized by Jubilee Life so as to understand company products and how to distribute them.
• Prospect in the market to present Jubilee products to prospective customers
• Solicit and procure business on behalf of the Company.
• Service the client and convey all information received from the client to the Company.
• Uphold the image and brand of the Company.
• Achieve the new business sales budget in terms of Number of Policies (NOPs), Annualized
• Premiums (ANP), Persistency and premiums written (GWP) targets for both new and renewal business.
• Attend all meetings called by Jubilee sales management for training, supervision, motivation and market deployment.
• Comply with industry code of conduct plus all Company regulations and all the relevant laws and regulations of the country governing the activities of the trade.

Minimum Requirements:
The basic requirement and qualifications should include but is not limited to: –

• Minimum Age of – 21 years
• Education level – Graduate/Diploma/Certificate Holder.
• Minimum Grade C- (Minus) in KCSE.
• IT and Digital skills
• Self-driven, positive attitude, disciplined and a go-getter.

Role Purpose

• The role holder will distribute Jubilee Life solutions and serve the customers introduced to the company.

The key responsibilities include: –

• Attend product and skill training organized by Jubilee Life so as to understand company products and how to distribute them.
• Prospect in the market to present Jubilee products to prospective customers
• Solicit and procure business on behalf of the Company.
• Service the client and convey all information received from the client to the Company.
• Uphold the image and brand of the Company.
• Achieve the new business sales budget in terms of Number of Policies (NOPs), Annualized
• Premiums (ANP), Persistency and premiums written (GWP) targets for both new and renewal business.
• Attend all meetings called by Jubilee sales management for training, supervision, motivation and market deployment.
• Comply with industry code of conduct plus all Company regulations and all the relevant laws and regulations of the country governing the activities of the trade.

Minimum Requirements:
The basic requirement and qualifications should include but is not limited to: –

• Minimum Age of – 21 years
• Education level – Graduate/Diploma/Certificate Holder.
• Minimum Grade C- (Minus) in KCSE.
• IT and Digital skills
• Self-driven, positive attitude, disciplined and a go-getter.

Role Purpose

• The role holder will distribute Jubilee Life solutions and serve the customers introduced to the company.

The key responsibilities include: –

• Attend product and skill training organized by Jubilee Life so as to understand company products and how to distribute them.
• Prospect in the market to present Jubilee products to prospective customers
• Solicit and procure business on behalf of the Company.
• Service the client and convey all information received from the client to the Company.
• Uphold the image and brand of the Company.
• Achieve the new business sales budget in terms of Number of Policies (NOPs), Annualized
• Premiums (ANP), Persistency and premiums written (GWP) targets for both new and renewal business.
• Attend all meetings called by Jubilee sales management for training, supervision, motivation and market deployment.
• Comply with industry code of conduct plus all Company regulations and all the relevant laws and regulations of the country governing the activities of the trade.

Minimum Requirements:
The basic requirement and qualifications should include but is not limited to: –

• Minimum Age of – 21 years
• Education level – Graduate/Diploma/Certificate Holder.
• Minimum Grade C- (Minus) in KCSE.
• IT and Digital skills
• Self-driven, positive attitude, disciplined and a go-getter.

Role Purpose

• The role holder will supervise and coordinate all aspects of a Unit sales workstream in a Jubilee Life Branch. The role holder will develop strategies and lead the initiatives to meet and grow the Unit sales productivity, headcount, training, recruitment and culture.

The key responsibilities include: –

• Achieve the set Unit’s new business sales budget in terms of Number of Policies and Annualized premium.
• Meet set Unit’s business retention and persistency ratios.
• Meet the resource complement of the Unit by sourcing, coordinating the recruitment and training of a team of Financial Advisors.
• Ensure that the team of Financial Advisors meet set targets in terms of new business production and persistency ratios.
• Develop relationships with key stakeholders that will enable our sales team access markets and make sales presentations in corporate entities, check off institutions, or camping sites.
• Supervise, motivate and assist the team of Financial Advisors to achieve their Key Performance Indicators (KPIs) by agreeing and setting the KPIs and evaluating performance regularly.
• Promote the organization, its products and services to new and current clients and position the brand in the region.

Minimum Requirements:
The basic requirement and qualifications should include but is not limited to:-

• Minimum Age of – 25 years
• Education level – A Degree or Diploma with Minimum Grade C- (Minus) in KCSE.
• Professional qualification – Diploma or Certificate in Insurance Certification (COP)
• Current Registration with IRA
• Min 1 Year experience in Sales Management or Min 2 Years as a successful Sales Agent
• Certification in Sales Management and IT Skills will be an added advantage.

Role Purpose

• The role holder will supervise and coordinate all aspects of a Unit sales workstream in a Jubilee Life Branch. The role holder will develop strategies and lead the initiatives to meet and grow the Unit sales productivity, headcount, training, recruitment and culture.

The key responsibilities include: –

• Achieve the set Unit’s new business sales budget in terms of Number of Policies and Annualized premium.
• Meet set Unit’s business retention and persistency ratios.
• Meet the resource complement of the Unit by sourcing, coordinating the recruitment and training of a team of Financial Advisors.
• Ensure that the team of Financial Advisors meet set targets in terms of new business production and persistency ratios.
• Develop relationships with key stakeholders that will enable our sales team access markets and make sales presentations in corporate entities, check off institutions, or camping sites.
• Supervise, motivate and assist the team of Financial Advisors to achieve their Key Performance Indicators (KPIs) by agreeing and setting the KPIs and evaluating performance regularly.
• Promote the organization, its products and services to new and current clients and position the brand in the region.

Minimum Requirements:
The basic requirement and qualifications should include but is not limited to:-

• Minimum Age of – 25 years
• Education level – A Degree or Diploma with Minimum Grade C- (Minus) in KCSE.
• Professional qualification – Diploma or Certificate in Insurance Certification (COP)
• Current Registration with IRA
• Min 1 Year experience in Sales Management or Min 2 Years as a successful Sales Agent
• Certification in Sales Management and IT Skills will be an added advantage.

Role Purpose

• The role holder will supervise and coordinate all aspects of a Unit sales workstream in a Jubilee Life Branch. The role holder will develop strategies and lead the initiatives to meet and grow the Unit sales productivity, headcount, training, recruitment and culture.

The key responsibilities include: –

• Achieve the set Unit’s new business sales budget in terms of Number of Policies and Annualized premium.
• Meet set Unit’s business retention and persistency ratios.
• Meet the resource complement of the Unit by sourcing, coordinating the recruitment and training of a team of Financial Advisors.
• Ensure that the team of Financial Advisors meet set targets in terms of new business production and persistency ratios.
• Develop relationships with key stakeholders that will enable our sales team access markets and make sales presentations in corporate entities, check off institutions, or camping sites.
• Supervise, motivate and assist the team of Financial Advisors to achieve their Key Performance Indicators (KPIs) by agreeing and setting the KPIs and evaluating performance regularly.
• Promote the organization, its products and services to new and current clients and position the brand in the region.

Minimum Requirements:
The basic requirement and qualifications should include but is not limited to:-

• Minimum Age of – 25 years
• Education level – A Degree or Diploma with Minimum Grade C- (Minus) in KCSE.
• Professional qualification – Diploma or Certificate in Insurance Certification (COP)
• Current Registration with IRA
• Min 1 Year experience in Sales Management or Min 2 Years as a successful Sales Agent
• Certification in Sales Management and IT Skills will be an added advantage.

Role Purpose

• The role holder will supervise and coordinate all aspects of a Unit sales workstream in a Jubilee Life Branch. The role holder will develop strategies and lead the initiatives to meet and grow the Unit sales productivity, headcount, training, recruitment and culture.

The key responsibilities include: –

• Achieve the set Unit’s new business sales budget in terms of Number of Policies and Annualized premium.
• Meet set Unit’s business retention and persistency ratios.
• Meet the resource complement of the Unit by sourcing, coordinating the recruitment and training of a team of Financial Advisors.
• Ensure that the team of Financial Advisors meet set targets in terms of new business production and persistency ratios.
• Develop relationships with key stakeholders that will enable our sales team access markets and make sales presentations in corporate entities, check off institutions, or camping sites.
• Supervise, motivate and assist the team of Financial Advisors to achieve their Key Performance Indicators (KPIs) by agreeing and setting the KPIs and evaluating performance regularly.
• Promote the organization, its products and services to new and current clients and position the brand in the region.

Minimum Requirements:
The basic requirement and qualifications should include but is not limited to:-

• Minimum Age of – 25 years
• Education level – A Degree or Diploma with Minimum Grade C- (Minus) in KCSE.
• Professional qualification – Diploma or Certificate in Insurance Certification (COP)
• Current Registration with IRA
• Min 1 Year experience in Sales Management or Min 2 Years as a successful Sales Agent
• Certification in Sales Management and IT Skills will be an added advantage.

Role Purpose

• The role holder will supervise and coordinate all aspects of a Unit sales workstream in a Jubilee Life Branch. The role holder will develop strategies and lead the initiatives to meet and grow the Unit sales productivity, headcount, training, recruitment and culture.

The key responsibilities include: –

• Achieve the set Unit’s new business sales budget in terms of Number of Policies and Annualized premium.
• Meet set Unit’s business retention and persistency ratios.
• Meet the resource complement of the Unit by sourcing, coordinating the recruitment and training of a team of Financial Advisors.
• Ensure that the team of Financial Advisors meet set targets in terms of new business production and persistency ratios.
• Develop relationships with key stakeholders that will enable our sales team access markets and make sales presentations in corporate entities, check off institutions, or camping sites.
• Supervise, motivate and assist the team of Financial Advisors to achieve their Key Performance Indicators (KPIs) by agreeing and setting the KPIs and evaluating performance regularly.
• Promote the organization, its products and services to new and current clients and position the brand in the region.

Minimum Requirements:
The basic requirement and qualifications should include but is not limited to:-

• Minimum Age of – 25 years
• Education level – A Degree or Diploma with Minimum Grade C- (Minus) in KCSE.
• Professional qualification – Diploma or Certificate in Insurance Certification (COP)
• Current Registration with IRA
• Min 1 Year experience in Sales Management or Min 2 Years as a successful Sales Agent
• Certification in Sales Management and IT Skills will be an added advantage.

Role Purpose

• The role holder will supervise and coordinate all aspects of a Unit sales workstream in a Jubilee Life Branch. The role holder will develop strategies and lead the initiatives to meet and grow the Unit sales productivity, headcount, training, recruitment and culture.

The key responsibilities include: –

• Achieve the set Unit’s new business sales budget in terms of Number of Policies and Annualized premium.
• Meet set Unit’s business retention and persistency ratios.
• Meet the resource complement of the Unit by sourcing, coordinating the recruitment and training of a team of Financial Advisors.
• Ensure that the team of Financial Advisors meet set targets in terms of new business production and persistency ratios.
• Develop relationships with key stakeholders that will enable our sales team access markets and make sales presentations in corporate entities, check off institutions, or camping sites.
• Supervise, motivate and assist the team of Financial Advisors to achieve their Key Performance Indicators (KPIs) by agreeing and setting the KPIs and evaluating performance regularly.
• Promote the organization, its products and services to new and current clients and position the brand in the region.

Minimum Requirements:
The basic requirement and qualifications should include but is not limited to:-

• Minimum Age of – 25 years
• Education level – A Degree or Diploma with Minimum Grade C- (Minus) in KCSE.
• Professional qualification – Diploma or Certificate in Insurance Certification (COP)
• Current Registration with IRA
• Min 1 Year experience in Sales Management or Min 2 Years as a successful Sales Agent
• Certification in Sales Management and IT Skills will be an added advantage.

Role Purpose

• The role holder will supervise and coordinate all aspects of a Unit sales workstream in a Jubilee Life Branch. The role holder will develop strategies and lead the initiatives to meet and grow the Unit sales productivity, headcount, training, recruitment and culture.

The key responsibilities include: –

• Achieve the set Unit’s new business sales budget in terms of Number of Policies and Annualized premium.
• Meet set Unit’s business retention and persistency ratios.
• Meet the resource complement of the Unit by sourcing, coordinating the recruitment and training of a team of Financial Advisors.
• Ensure that the team of Financial Advisors meet set targets in terms of new business production and persistency ratios.
• Develop relationships with key stakeholders that will enable our sales team access markets and make sales presentations in corporate entities, check off institutions, or camping sites.
• Supervise, motivate and assist the team of Financial Advisors to achieve their Key Performance Indicators (KPIs) by agreeing and setting the KPIs and evaluating performance regularly.
• Promote the organization, its products and services to new and current clients and position the brand in the region.

Minimum Requirements:
The basic requirement and qualifications should include but is not limited to:-

• Minimum Age of – 25 years
• Education level – A Degree or Diploma with Minimum Grade C- (Minus) in KCSE.
• Professional qualification – Diploma or Certificate in Insurance Certification (COP)
• Current Registration with IRA
• Min 1 Year experience in Sales Management or Min 2 Years as a successful Sales Agent
• Certification in Sales Management and IT Skills will be an added advantage.

Role Purpose

• The role holder will supervise and coordinate all aspects of a Unit sales workstream in a Jubilee Life Branch. The role holder will develop strategies and lead the initiatives to meet and grow the Unit sales productivity, headcount, training, recruitment and culture.

The key responsibilities include: –

• Achieve the set Unit’s new business sales budget in terms of Number of Policies and Annualized premium.
• Meet set Unit’s business retention and persistency ratios.
• Meet the resource complement of the Unit by sourcing, coordinating the recruitment and training of a team of Financial Advisors.
• Ensure that the team of Financial Advisors meet set targets in terms of new business production and persistency ratios.
• Develop relationships with key stakeholders that will enable our sales team access markets and make sales presentations in corporate entities, check off institutions, or camping sites.
• Supervise, motivate and assist the team of Financial Advisors to achieve their Key Performance Indicators (KPIs) by agreeing and setting the KPIs and evaluating performance regularly.
• Promote the organization, its products and services to new and current clients and position the brand in the region.

Minimum Requirements:
The basic requirement and qualifications should include but is not limited to:-

• Minimum Age of – 25 years
• Education level – A Degree or Diploma with Minimum Grade C- (Minus) in KCSE.
• Professional qualification – Diploma or Certificate in Insurance Certification (COP)
• Current Registration with IRA
• Min 1 Year experience in Sales Management or Min 2 Years as a successful Sales Agent
• Certification in Sales Management and IT Skills will be an added advantage.

Role Purpose

• The role holder will supervise and coordinate all aspects of a Unit sales workstream in a Jubilee Life Branch. The role holder will develop strategies and lead the initiatives to meet and grow the Unit sales productivity, headcount, training, recruitment and culture.

The key responsibilities include: –

• Achieve the set Unit’s new business sales budget in terms of Number of Policies and Annualized premium.
• Meet set Unit’s business retention and persistency ratios.
• Meet the resource complement of the Unit by sourcing, coordinating the recruitment and training of a team of Financial Advisors.
• Ensure that the team of Financial Advisors meet set targets in terms of new business production and persistency ratios.
• Develop relationships with key stakeholders that will enable our sales team access markets and make sales presentations in corporate entities, check off institutions, or camping sites.
• Supervise, motivate and assist the team of Financial Advisors to achieve their Key Performance Indicators (KPIs) by agreeing and setting the KPIs and evaluating performance regularly.
• Promote the organization, its products and services to new and current clients and position the brand in the region.

Minimum Requirements:
The basic requirement and qualifications should include but is not limited to:-

• Minimum Age of – 25 years
• Education level – A Degree or Diploma with Minimum Grade C- (Minus) in KCSE.
• Professional qualification – Diploma or Certificate in Insurance Certification (COP)
• Current Registration with IRA
• Min 1 Year experience in Sales Management or Min 2 Years as a successful Sales Agent
• Certification in Sales Management and IT Skills will be an added advantage.