Openings at Jubilee Insurance

Job Ref. No: JAML006

Role Purpose

To provide Professional Investment Advisory services to our clients within the retail segment. The successful candidate will be responsible for sourcing, retaining, and growing a client base by implementing financial planning solutions in line with the client’s needs. The role holder will be required to be up to date with macro-economic trends, market developments as well as monitoring corporate actions of listed companies.

Main duties and responsibilities:

• Meeting clients to understand their financial objectives by selling & cross selling of all JAML Investment products and services.
• Managing, maintaining and building new and existing client relationships.
• Preparing and presenting proposals to existing and potential clients
• Provide direct sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.
• Participate in specific product campaigns by ensuring that the products are explained to customers.
• Adhering to compliance, operational procedures, and practice management standards.
• Assists clients grow their investment portfolios by giving them the right advice on where to invest the money for maximum returns while reducing risk.
• Asks clients pertinent questions to understand their financial goals to advise them correctly on what investment options to take.
• Complies with all regulatory requirements in offering advice to clients to avoid penalties from regulators.
• Consistently achieving the allocated sales targets.

Key Competencies

• Prospecting skills
• Personal Branding & Good communication skills
• Social Selling & Negotiation skills
• Virtual Selling Skills
• Relationship management and networking skills
• Able to plan and manage time effectively
• Strong negotiation skills are required.
• Ability to understand economic and financial trends is a requirement.

Qualifications

• Bachelor’s degree/Diploma in relevant field
• Investment industry knowledge (added advantage)

Relevant Experience

• Minimum of 1 year work experience in the Financial Services industry in a Sales role in a Bank or in the Asset/wealth Management and Investment space.

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Job Ref. No. JLIL200

Role Purpose

The role holder will assist the Regulatory affairs manager to ensure full compliance of the Life Business, assist in ensuring that the company is compliant with internal Jubilee Insurance policies, all external regulations, acts and laws applicable in the insurance and financial services industry. The role holder will also assist in overseeing and implementing the company’s compliance framework, thus mitigating compliance risks, and upholding the highest ethical standards withing the organization.

Main Responsibilities

• Assist in ensuring that applicable regulation is adhered to by the business and support functions through day-to-day monitoring and regular review to ensure compliance to existing legislation, regulations and internal policies and controls.
• Assist in ensuring that compliance risks are identified, assessed, controlled and enforced.
• Assist in identifying suspicious transactions and reporting of these transactions to the Money Laundering Reporting Officer without tipping off.
• Assist in reviewing company processes/operational manuals and systems to ensure that they are regularly updated to meet the set regulations, policies and all other requirements such as mandates, escalations, controls etc.
• Assist in identifying areas of compliance weakness and recommend remedial measures in consultation with the regulatory affairs manager.
• Follow up with the various stakeholder on closure of the Compliance Gap Analysis/Tracker.

Key Competencies

• Understanding of Regulations and Laws. Develop a solid understanding of relevant laws and regulations applicable to the industry. Stay updated on changes in legislation and compliance requirements.
• Analytical Skills. Ability to analyze complex information and identify compliance issues. Conduct thorough research to interpret and apply regulatory requirements.
• Attention to Detail. Demonstrate a high level of accuracy and attention to detail in reviewing documents and data. Identify inconsistencies and discrepancies to ensure compliance.
• Organizational Skills. Manage and organize compliance documentation and records. Prioritize tasks effectively to meet deadlines and respond to compliance inquiries.
• Adaptability. Adapt to changes in regulations and internal policies. Learn quickly and adjust strategies to ensure ongoing compliance.

Qualifications

• B.Sc. Finance Related field, Bachelor of Laws, Bachelor’s degree in a business or related field.
• IT proficient (proficient in MS Word, Excel and PowerPoint)
• Diploma in Insurance

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Job Ref. No: JAML016

Role Purpose The job holder is responsible for supporting and facilitating the implementation and management of alternative channels for the organization. The primary purpose of this role is to enhance customer access, convenience, and engagement by leveraging technology and innovative channels to deliver products and services. The job holder should have excellent communication skills as well as sales ability and should be meticulous in keeping records, and able to handle all aspects of making a sale.

Main Responsibilities
Operational

• Alternative Channel Development: Assist in the identification, evaluation, and implementation of alternative channels to expand the organization's reach and improve customer interactions. This includes digital platforms, mobile applications, insure-tech, self-service kiosks, and other emerging channels. Technology Integration: Collaborate with the IT and technology teams to ensure smooth integration of alternative channels with existing systems and infrastructure. Monitor channel performance and identify areas for optimization.
• Customer Experience Enhancement: Work closely with the Customer Experience team to design and deliver seamless and user-friendly experiences across alternative channels. Gather feedback from customers and stakeholders to drive continuous improvement.
• Channel Performance Analysis: Analyze data and performance metrics of alternative channels to measure their effectiveness. Prepare reports on channel usage, customer behavior, and transaction trends to inform decision-making.
• Compliance and Security: Ensure that all alternative channels comply with regulatory requirements, security standards, and data protection policies. Implement necessary controls and measures to mitigate potential risks and vulnerabilities.
• Training and Support: Provide training and support to internal teams, including customer service representatives and sales staff, to ensure they are equipped to assist customers using alternative channels effectively.
• Marketing and Promotion: Collaborate with the Marketing team to develop marketing and promotional campaigns to increase awareness and adoption of alternative channels among customers.
• Innovation and Research: Stay informed about industry trends, emerging technologies, and best practices related to alternative channels. Conduct research and benchmarking to identify new opportunities for enhancing customer engagement.
• Vendor Management: Liaise with third-party vendors and service providers responsible for alternative channel solutions. Manage vendor relationships and contract negotiations to ensure effective delivery of services.
• Budget Management: Assist in preparing and managing the budget for alternative channel initiatives. Monitor expenses and ensure cost-effectiveness in the implementation and maintenance of these channels.
• Business Development: Meet and exceed sales targets.

Corporate Governance

• Adhere to regulatory requirements and internal policies, ensuring compliance in all aspects.
• Implement and uphold robust data protection and privacy practices, safeguarding customer information and ensuring confidentiality.
• Compliance: Stay updated with Asset Management regulations and best practices to ensure compliance with industry standards
• Adherence to the laws and regulations of Kenya, the policies and regulations within the Asset Management industry  and all internal company policies and procedures.

Culture

• Fostering a corporate culture that promotes ethical practices and good corporate citizenship while maintaining a conducive work environment.
• Collaborate with cross-functional teams to develop initiatives that promote a positive and inclusive company culture.
• Individualized Development Planning: Create personalized development plans that align with your career aspirations and the organization's objectives.

Key Competencies

• Communication
• Financial Acumen
• Sales and Business Development
• Analytical skills to interpret data and performance metrics.
• Customer-centric mindset and focus on enhancing user experience.
• Knowledge of regulatory and security requirements for financial services.
• Adaptability to technological advancements and industry changes.
• Problem-solving abilities to address channel-related issues.

 Qualifications

• Bachelor’s degree in Finance, Business, Marketing or any other related course

 Relevant Experience

• Minimum 2-3 years’ experience in a similar role within asset management, investment banking, financial services, or a related field.
• Strong understanding of alternative investment products, strategies, and markets is essential.
• Experience in sales, business development, or relationship management is desirable.
   

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Job Ref. No: JAML004

Role Purpose

To provide Professional Investment Advisory services to our clients within the Retail, High Net worth & Institutional segments. The successful candidate will be responsible for sourcing, retaining, and growing a client base by implementing financial planning solutions in line with the client’s needs. The role holder will be required to be up to date with macro-economic trends, market developments as well as monitoring corporate actions of listed companies.

Main duties and responsibilities:

• Meeting clients to understand their financial objectives by selling & cross selling of all JAML Investment products and services.
• Managing, maintaining and building new and existing client relationships.
• Preparing and presenting proposals to existing and potential clients
• Provide direct sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.
• Participate in specific product campaigns by ensuring that the products are explained to customers.
• Adhering to compliance, operational procedures, and practice management standards.
• Assists clients grow their investment portfolios by giving them the right advice on where to invest the money for maximum returns while reducing risk.
• Complies with all regulatory requirements in offering advice to clients to avoid penalties from regulators.
• Consistently achieving the allocated sales targets.

Key Competencies

• Prospecting skills
• Personal Branding & Good communication skills
• Social Selling & Negotiation skills
• Virtual Selling Skills
• Able to work independently and deliver results without supervision.
• Relationship management and networking skills
• Able to plan and manage time effectively
• Strong negotiation skills are required.
• Ability to understand economic and financial trends is a requirement.

Qualifications

• Bachelor’s Degree/Diploma/Certificate in relevant field.
• Any Professional Certificate in Insurance or Investments will be an added advantage.
• Investment industry knowledge Mandatory.

Relevant Experience

• Minimum of 3 years’ sales experience in the Financial Services industry selling investment products or Insurance products