Life Insurance Agent at Madison Group Limited

Role Description

• This is a contract, on-site role for a Life Insurance Agent based in Malindi.
• The Life Insurance Agent will identify prospective clients, explain life insurance products, and recommend suitable solutions based on individual needs and financial goals.
• Daily tasks include generating leads, conducting client meetings, preparing quotations, and assisting customers with policy applications and documentation.
• The role also involves providing ongoing customer support, handling policy inquiries, and coordinating with internal teams to ensure timely issuance and servicing of policies. Agents are expected to meet sales targets, maintain accurate records, and uphold regulatory and company compliance standards.

Qualifications

• Strong skills in Insurance Sales and Insurance Brokerage, with the ability to prospect, negotiate, and close life insurance business.
• Solid understanding of Insurance products and principles, including policy features, underwriting basics, and claims processes.
• Foundational Finance knowledge to help clients align insurance solutions with their financial planning and budgeting needs.
• Excellent Customer Service skills, including clear communication, active listening, and relationship management.
• Proven ability to work in a target-driven environment and manage time effectively in an on-site setting.
• Minimum diploma or degree in Business, Insurance, Finance, or a related field is an added advantage.
• Relevant professional certifications in insurance or financial services are beneficial.
• Familiarity with the Kenyan insurance market and regulatory framework is preferred.