Jubilee Insurance Hiring Direct Sales Officer – Nairobi

Role Purpose

The role holder will be responsible for proactively generating new business by directly selling medical
insurance products. He/she is responsible for driving acquisition, managing client relationships, and
meeting sales targets through field visits, referrals, and events, while ensuring customer satisfaction
and compliance with regulatory and company standards.

Key Responsibilities

Business Development

1. Proactively identify and pursue new business opportunities through fieldwork, door-to-door visits,
   networking, and referrals.
2. Build and manage a strong pipeline of qualified leads and nurture them throughout the sales process.
3. Conduct needs-based analysis to match clients (individuals, families, SMEs) with appropriate medical
   insurance solutions.
4. Present and promote medical insurance products to prospective clients using structured pitches and
   solution-oriented sales techniques.
5. Participate in targeted sales activations, outreach events, and marketing campaigns to increase
   visibility and drive client acquisition.
6. Deliver competitive proposals and quotations tailored to client needs while articulating key value
   propositions.
7. Gather market intelligence on competitor activity, customer behavior, and emerging trends to
   support product positioning.

Operational

1. Follow up consistently with leads, pipelines and close sales within defined turnaround times.
2. Maintain accurate records of all client interactions, quotations, follow-ups, and policy applications
   using CRM tools or manual logs.
3. Submit completed sales documentation, including KYC, application forms, and medical declarations,
   in a timely and accurate manner.
4. Track personal sales metrics and provide daily/weekly/monthly updates to the line manager.
5. Educate clients on policy usage, provider networks, benefit limits, and digital service platforms.
6. Support policy onboarding and ensure seamless customer experience post-sale.
7. Collaborate with the operations team to resolve client service issues and accelerate policy processing.