Jubilee Insurance was established in August 1937, as the first locally incorporated Insurance Company based in Mombasa. Jubilee Insurance has spread its sphere of influence throughout the region to become the largest Composite insurer in East Africa, handling Life, Pensions, general and Medical insurance.
Role Purpose
The role holder is responsible for leading and driving business growth within the retail distribution segment by developing and executing sales strategies that increase the uptake of Unit Trusts, Retail Investment Products, and Wealth Management Solutions through Dedicated Financial Advisors and Independent Financial Advisors.
This role focuses on strengthening intermediary networks, optimizing sales performance, and driving productivity across the intermediary network. The role also supports client retention, drives channel productivity, and ensures compliance with CMA, RBA, KRA, AML, Data Protection, and internal policies.
Key Responsibilities
Lead and drive business growth within the retail distribution segment.
Develop and execute sales strategies that increase the uptake of Unit Trusts, Retail Investment Products, and Wealth Management Solutions.
Strengthen intermediary networks, including Dedicated Financial Advisors and Independent Financial Advisors.
Optimize sales performance and drive productivity across the intermediary network.
Support client retention and drive channel productivity.
Ensure compliance with CMA, RBA, KRA, AML, Data Protection, and internal policies.
Academic Background & Qualifications
Bachelor’s Degree in Finance, Economics, Business Administration, Marketing, or a related field.
A Master’s Degree is an added advantage.
Professional qualifications such as CISI, CFA (Level I or above), or ICPAK/CIMA are advantageous.
Relevant Experience
Minimum 10-15 years of experience in financial services, with strong exposure to retail distribution, wealth management, or Unit Trust sales.
A minimum of 5 years in a managerial role.
Proven leadership experience in managing and scaling distribution channels.
Demonstrated success in driving retail business growth and channel performance.
Strong networks within the retail investment ecosystem.
Deep understanding of the Kenyan financial services market, regulatory environment, and industry trends.
How to Apply
If you are qualified and seeking an exciting new challenge, please apply via Recruitment@jubileekenya.com quoting the Job Reference Number (JAML083) and Position by Wednesday, 27th May 2026. Only shortlisted candidates will be contacted.
How to Apply
If you are qualified and seeking an exciting new challenge, please apply via Recruitment@jubileekenya.com quoting the Job Reference Number (JAML083) and Position by Wednesday, 27th May 2026. Only shortlisted candidates will be contacted.
