{"id":108009,"date":"2026-08-14T10:33:12","date_gmt":"2026-08-14T10:33:12","guid":{"rendered":"https:\/\/jobs.dataaxisnode.com\/kenya\/uncategorized\/virtual-financial-advisor\/"},"modified":"2026-08-14T10:33:12","modified_gmt":"2026-08-14T10:33:12","slug":"virtual-financial-advisor","status":"publish","type":"post","link":"https:\/\/jobs.dataaxisnode.com\/kenya\/jobs\/nairobi\/virtual-financial-advisor\/","title":{"rendered":"Virtual Financial Advisor"},"content":{"rendered":"<p><script type=\"application\/ld+json\">{\"@context\": \"https:\/\/schema.org\/\", \"@type\": \"JobPosting\", \"title\": \"Virtual Financial Advisor\", \"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.\\nKey Responsibilities\\nAchieve assigned sales targets for life insurance and financial advisory products.\\nProspect, engage and convert customers through virtual\/digital channels calls, video, chat, email.\\nBuild and maintain strong client relationships remotely, ensuring consistent follow-up and engagement.\\nProvide professional financial and insurance advisory services to clients online.\\nEnsure compliance with Insurance Regulatory Authority IRA regulations and company policies.\\nMaintain accurate sales records in the CRM\/digital platform and submit timely sales reports.\\nParticipate in virtual sales activations, campaigns and customer engagement initiatives.\\nRepresent Brooks Insurance Agency and Actserv professionally, upholding the Company's values in all client-facing interactions.\\nQualifications & Experience\\nDiploma in Business, Marketing, Insurance, Finance or a related field.\\nA bachelor's degree will be an added advantage.\\nMinimum of one 1 year sales experience, with a proven track record of meeting or exceeding targets \u2014 virtual\/remote sales experience an advantage.\\nCertificate of Proficiency COP\/ECOP or other relevant insurance qualifications.\\nValid Insurance Regulatory Authority IRA Licence.\\nKey Competencies\\nExcellent customer relationship management skills, adapted for remote engagement.\\nStrong communication, negotiation and interpersonal skills over digital\/virtual channels.\\nSelf-driven with a passion for sales and achieving results while working independently.\\nStrong digital literacy \u2014 comfortable with CRM systems, video conferencing, and digital sales platforms.\\nHigh levels of integrity, professionalism and adaptability.\\nReliable internet connection and a suitable home\/remote work setup.\", \"datePosted\": \"2026-08-12\", \"hiringOrganization\": {\"@type\": \"Organization\", \"name\": \"Brooks Insurance Agencies Limited\"}, \"jobLocation\": {\"@type\": \"Place\", \"address\": {\"@type\": \"PostalAddress\", \"addressLocality\": \"Nairobi\", \"addressCountry\": \"KE\"}}, \"directApply\": true, \"validThrough\": \"2026-08-26T23:59:59\", \"employmentType\": \"FULL_TIME\"}<\/script><\/p>\n<p><strong>Company:<\/strong> Brooks Insurance Agencies Limited<\/p>\n<p><strong>Location:<\/strong> Nairobi<\/p>\n<p><strong>Job Type:<\/strong> Full Time<\/p>\n<p><strong>Apply Before:<\/strong> 2026-08-26<\/p>\n<h3>Job Description<\/h3>\n<p>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.<br \/>Key Responsibilities<br \/>Achieve assigned sales targets for life insurance and financial advisory products.<br \/>Prospect, engage and convert customers through virtual\/digital channels calls, video, chat, email.<br \/>Build and maintain strong client relationships remotely, ensuring consistent follow-up and engagement.<br \/>Provide professional financial and insurance advisory services to clients online.<br \/>Ensure compliance with Insurance Regulatory Authority IRA regulations and company policies.<br \/>Maintain accurate sales records in the CRM\/digital platform and submit timely sales reports.<br \/>Participate in virtual sales activations, campaigns and customer engagement initiatives.<br \/>Represent Brooks Insurance Agency and Actserv professionally, upholding the Company&#8217;s values in all client-facing interactions.<br \/>Qualifications &#038; Experience<br \/>Diploma in Business, Marketing, Insurance, Finance or a related field.<br \/>A bachelor&#8217;s degree will be an added advantage.<br \/>Minimum of one 1 year sales experience, with a proven track record of meeting or exceeding targets \u2014 virtual\/remote sales experience an advantage.<br \/>Certificate of Proficiency COP\/ECOP or other relevant insurance qualifications.<br \/>Valid Insurance Regulatory Authority IRA Licence.<br \/>Key Competencies<br \/>Excellent customer relationship management skills, adapted for remote engagement.<br \/>Strong communication, negotiation and interpersonal skills over digital\/virtual channels.<br \/>Self-driven with a passion for sales and achieving results while working independently.<br \/>Strong digital literacy \u2014 comfortable with CRM systems, video conferencing, and digital sales platforms.<br \/>High levels of integrity, professionalism and adaptability.<br \/>Reliable internet connection and a suitable home\/remote work setup.<\/p>\n<h3>How to Apply<\/h3>\n<p>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 \u2013 Brooks Insurance Agency<br \/>Build your CV for free. Download in different templates.<\/p>\n<p><a href=\"https:\/\/t.me\/MyJobMagKEBot?start=c29\" target=\"_blank\" rel=\"noopener\" style=\"display:inline-block;padding:10px 20px;background:#2271b1;color:#fff;text-decoration:none;border-radius:4px;\">Apply Now<\/a><\/p>\n<p><small>Source: MyJobMag<\/small><\/p>\n<p><!-- job-expiry: 2026-08-26 --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Company: Brooks Insurance Agencies Limited Location: Nairobi Job Type: Full Time Apply Before: 2026-08-26 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 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1408,1409],"tags":[2917,1425,1413,1412],"class_list":["post-108009","post","type-post","status-publish","format-standard","hentry","category-jobs","category-nairobi","tag-brooks-insurance-agencies-limited","tag-full-time","tag-job-listing","tag-myjobmag"],"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/posts\/108009","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/comments?post=108009"}],"version-history":[{"count":0,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/posts\/108009\/revisions"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/media?parent=108009"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/categories?post=108009"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/tags?post=108009"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}