Virtual Financial Advisor

Brooks Insurance Agencies was established in 2013 as a fully-fledged subsidiary of Actuarial Services East Africa Ltd (ACTSERV), a leading actuarial firm in Africa whose consultants are experts on various matters related to Insurance, Pension, and Investments.

We are seeking highly motivated, customer-focused, and results-oriented Virtual Financial Advisors to join our remote advisory team. Successful candidates will engage clients through digital channels to drive growth of our life and financial protection portfolio while delivering an exceptional virtual customer experience.

Key Responsibilities

• Achieve assigned sales targets for life insurance and financial advisory products.
• Prospect, engage, and convert customers through virtual/digital channels (calls, video, chat, email).
• Build and maintain strong client relationships remotely, ensuring consistent follow-up and engagement.
• Provide professional financial and insurance advisory services to clients online.
• Ensure compliance with Insurance Regulatory Authority (IRA) regulations and company policies.
• Maintain accurate sales records in the CRM/digital platform and submit timely sales reports.
• Participate in virtual sales activations, campaigns, and customer engagement initiatives.
• Represent Brooks Insurance Agency and Actserv professionally, upholding the Company's values in all client-facing interactions.

Qualifications & Experience

• Diploma in Business, Marketing, Insurance, Finance, or a related field.
• A bachelor's degree will be an added advantage.
• Minimum of one (1) year sales experience, with a proven track record of meeting or exceeding targets — virtual/remote sales experience an advantage.
• Certificate of Proficiency (COP/ECOP) or other relevant insurance qualifications.
• Valid Insurance Regulatory Authority (IRA) Licence.

Key Competencies

• Excellent customer relationship management skills, adapted for remote engagement.
• Strong communication, negotiation, and interpersonal skills over digital/virtual channels.
• Self-driven with a passion for sales and achieving results while working independently.
• Strong digital literacy — comfortable with CRM systems, video conferencing, and digital sales platforms.
• High levels of integrity, professionalism, and adaptability.
• Reliable internet connection and a suitable home/remote work setup.

How to Apply

Interested candidates who meet the above requirements are invited to submit their application, including a detailed CV and copies of academic and professional certificates, to naomi.ndungu@brooks.co.ke. Applicants should indicate the position title in the email subject line: Virtual Financial Advisor – Brooks Insurance Agency.