Virtual Financial Advisor at Brooks Insurance Agencies Limited in Nairobi, Kenya

    Brooks Insurance Agencies Limited logo

    Virtual Financial Advisor

    Brooks Insurance Agencies LimitedNairobi, Kenya

    Posted

    1 week ago

    Apply by

    26 Aug

    Full Time
    On Site
    Entry
    Banking, Insurance & Financial Services
    Sales

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    Job Description

    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.

    Required Qualifications

    • 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.
    • 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.

    Job Details

    Job Function

    Sales

    Minimum Experience

    1 years

    Education Level

    Diploma

    Area of Study

    Business

    Field of Study

    Business, Marketing, Insurance, Finance

    Languages

    English

    Additional Information

    How to Apply: Send your application, including a detailed CV and copies of academic and professional certificates, to naomi.ndungu@brooks.co.ke. Indicate the position title in the email subject line: Virtual Financial Advisor – Brooks Insurance Agency.

    Master the Virtual Sales Pitch

    This role is all about converting leads through digital channels. Hiring managers will look for proof that you can build trust and close deals without face-to-face interaction.

    1. Showcase your remote sales wins: On your CV, quantify your achievements in virtual sales. For example, mention how many clients you onboarded online or the percentage of targets you exceeded. Numbers speak louder than adjectives.

    2. Prepare for a digital role-play: Expect to demonstrate how you would pitch a life insurance product over a video call. Practice your opening, handle objections, and close confidently.

    3. Highlight your CRM skills: Be ready to discuss how you use CRM tools to track leads, follow up, and report sales. Mention specific systems you've used, like Salesforce or HubSpot.

    4. Know the regulatory basics: Since compliance with IRA is crucial, brush up on insurance regulations in Kenya. Show that you understand the importance of ethical selling.

    5. Emphasize your communication style: In your cover letter, describe how you adapt your communication for phone, email, and video. Give an example of a time you explained complex financial products simply.

    6. Show you're self-driven: Remote work requires discipline. Share a story about how you managed your time and stayed motivated without supervision.

    7. Prepare technical questions: You might be asked about your internet reliability and home setup. Have a plan for backup connectivity and a quiet workspace.

    8. Ask smart questions: In the interview, ask about the sales targets, the digital tools they use, and how they support remote advisors. This shows you're serious about the role.

    CareerSasa Safety Alert: Never pay employers or agencies for interviews, training, or job placement. Does a job request payment? Report it immediately using the "Flag" button. While CareerSasa vets job postings thoroughly, always verify opportunities independently.
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    Tags

    insurance
    sales
    virtual
    CRM
    financial advisory