Department: Investment & Financial Advisory
Reports To: Head of Investment/ Branch Manager
Location: Kampala

Job Purpose

To provide professional financial advisory services by assessing clients’ financial needs, recommending suitable life insurance and investment solutions, and building long-term client relationships to achieve sustainable business growth for ICEA LION Life Assurance Company.

Key Responsibilities

• Conduct comprehensive financial needs analysis for individuals, families, and corporate clients.
• Develop customized financial plans aligned with clients’ goals (protection, savings, investment, education, retirement).
• Present and explain life insurance, pension, and investment products offered by ICEA LION.
• Achieve and exceed assigned sales and revenue targets.
• Maintain strong client relationships through regular reviews and follow-ups.
• Ensure proper documentation and compliance with regulatory and company policies.
• Assist clients with policy servicing, claims guidance, and benefit explanations.
• Stay updated on market trends, financial products, and regulatory changes.
• Participate in training, sales meetings, and professional development programs.

Qualifications & Requirements

• Diploma or Bachelor’s Degree in Finance, Business Administration, Economics, Marketing, or related field.
• Previous experience in financial services, insurance, banking, or sales is an added advantage.
• Strong analytical and financial planning skills.
• Excellent communication and presentation skills.
• High level of integrity and professionalism

• Conduct comprehensive financial needs analysis for individuals, families, and corporate clients.
• Develop customized financial plans aligned with clients’ goals (protection, savings, investment, education, retirement).
• Present and explain life insurance, pension, and investment products offered by ICEA LION.
• Achieve and exceed assigned sales and revenue targets.
• Maintain strong client relationships through regular reviews and follow-ups.
• Ensure proper documentation and compliance with regulatory and company policies.
• Assist clients with policy servicing, claims guidance, and benefit explanations.
• Stay updated on market trends, financial products, and regulatory changes.
• Participate in training, sales meetings, and professional development programs.

• Strong analytical and financial planning skills.
• Excellent communication and presentation skills.
• High level of integrity and professionalism

• Diploma or Bachelor’s Degree in Finance, Business Administration, Economics, Marketing, or related field.
• Previous experience in financial services, insurance, banking, or sales is an added advantage.