Marketing & Sales Internship at Zamara
ABOUT ZAMARA
The Zamara Group is a diversified financial services
business specialising in pensions, medical services, insurance and actuarial
solutions. Headquartered in Nairobi, Kenya, the Group has a presence in eight
countries and a Pan-African ambition. Zamara has a rich heritage in Kenya
spanning over 30 years.
Since its inception, the firm has significantly grown in
terms of size, client base and range of services. The Group has been at the
forefront of industry, influencing the way it works and at the cutting edge of
innovation.
Zamara’s higher purpose is to create a financially secure
and prosperous society. The Zamara culture is based on the values of Simplicity, Empathy
and Trust.
KEY ROLES AND RESPONSIBILITIES
Achieving Zamara’s ambitious strategic priorities will be
complex and challenging. Its continued success will be dependent on
building and retaining a world-class team.
The intern will be tasked with supporting the Retail
Solutions team in driving revenue growth and brand visibility through effective
sales support and execution of marketing initiatives.
This role will report to the Marketing and Customer Service
Manager
More specifically, the areas of responsibility include:
- Support
the team in identifying, qualifying, and following up on new business
opportunities
- Assist
in planning and executing marketing campaigns across various channels
- Conduct
market research to identify trends, customer needs, and competitor
activity
- Support
lead generation efforts and maintain an up-to-date sales pipeline
- Prepare
client presentations, proposals, and marketing materials
- Track
and report on campaign and sales performance metrics
- Engage
with clients to support relationship management and customer experience
QUALIFICATION AND EXPERIENCE
The following experience is preferred:
- KCSE
mean grade of B (plain) and above (or its equivalent)
- Bachelor’s
degree in marketing or a related field with at least a Second Class Upper
Division or above
- Strong
written and verbal communication skills
- Self-driven,
adaptable, and eager to learn in a fast-paced environment
- Good
analytical and problem-solving ability
- Proficiency
in Microsoft Office tools (especially Excel and PowerPoint)
Manager, Wealth Management & Client Advisory (Retail Solutions) at Zamara
Retail Solutions – Nairobi
ABOUT ZAMARA
The Zamara Group is a diversified financial services
business specialising in pensions, medical services, insurance and actuarial
solutions. Headquartered in Nairobi, Kenya, the Group has a presence in eight
countries and a Pan-African ambition. Zamara has a rich heritage in Kenya
spanning over 30 years.
Since its inception, the firm has significantly grown in
terms of size, client base and range of services. The Group has been at the
forefront of industry, influencing the way it works and at the cutting edge of
innovation.
Zamara’s higher purpose is to create a financially secure
and prosperous society. The Zamara culture is based on the values of Simplicity, Empathy
and Trust.
ABOUT THE ROLE
Achieving Zamara’s ambitious strategic priorities will be
complex and challenging. Its continued success will be dependent on
building and retaining a world-class team.
The BD Manager will be responsible for driving sales
performance, growth, and productivity of a team of Financial Advisors (FAs)
across investments, pensions, and insurance solutions. The role ensures
advisors perform to the highest standards of professionalism, compliance, and
client-centricity, while achieving revenue and business targets.
In more detail, the areas of responsibility include:
Wealth Advisory & Client Relationship Management
- Personally
originate, manage, and grow a portfolio of retail and affluent clients
across investments, pensions, and insurance.
- Provide
holistic wealth advisory services, including financial planning, portfolio
structuring, risk management, and long-term wealth solutions.
- Conduct
client reviews, needs analysis, and advisory discussions to deepen
relationships and drive retention.
- Act as
a trusted advisor to clients, ensuring solutions are aligned to their
financial goals and life stages.
- Promote
cross-selling and portfolio diversification across Zamara’s product suite.
Business Development & Market Growth
- Drive
acquisition of new clients through relationship-led business development
and referral networks.
- Identify
new market opportunities, client segments, and strategic partnerships to
grow the retail wealth business.
- Lead
and participate in client acquisition initiatives, activations, and
wealth-focused marketing activities.
- Support
the structuring of tailored client solutions that meet both client needs
and commercial objectives.
Financial Advisor (FA) Leadership & Performance
Management
- Lead,
coach, and motivate a team of Financial Advisors to achieve individual and
team performance targets.
- Set
clear performance expectations and KPIs aligned to advisory quality,
client outcomes, and revenue growth.
- Conduct
regular performance reviews, field coaching sessions, and joint client
engagements.
- Monitor
pipeline, conversion ratios, and advisory activity to ensure sustainable
business growth.
- Serve
as a role model for professional, ethical, and client-centric advisory
practices.
Advisor Recruitment, Training & Development
- Recruit
high-quality Financial Advisors with strong advisory and relationship
management capability.
- Facilitate
onboarding, product training, and ongoing development of advisors.
- Build
advisor capability in wealth advisory, client engagement, prospecting, and
solution presentation.
- Embed
a strong culture of professionalism, compliance, and continuous
improvement within the team.
Compliance & Front Office Operational Excellence
- Ensure
adherence to applicable regulatory requirements (IRA, RBA, CMA) and
internal policies.
- Uphold
high standards of ethical advisory, documentation quality, and suitability
of advice.
- Ensure
timely and accurate submission of applications, reports, and client
documentation.
- Implement
controls to minimize lapses, claw backs, and compliance breaches.
Reporting & Business Insights
- Provide
accurate weekly, monthly, and quarterly performance reports.
- Track
client growth, revenue, advisor productivity, and market trends.
- Use
data and insights to inform strategy, improve performance, and guide
decision-making.
Experience and personal qualities
The following experience is preferred:
- Bachelor’s
degree in a business-related field.
- Professional
qualifications in wealth management, finance, or accounting (CPA, CFP,
CFA, CISI, CWM) or currently pursuing an MBA.
- 8–10+
years’ experience within B2C financial services, wealth management,
investments, pensions, or insurance.
- Proven
experience in client-facing wealth advisory and business development.
- Demonstrated
experience leading, coaching, or managing Financial Advisors or
relationship teams.
- Strong
understanding of investment, pension, and insurance products within the
Kenyan market.
- Solid
knowledge of regulatory frameworks (IRA, RBA, CMA).
- Strong
commercial acumen with the ability to balance client outcomes and business
objectives.
- Proficiency
in CRM systems, reporting, and performance tracking.
- High
level of professionalism, strong personal presentation, and client-facing
confidence.
Behavioural Competencies
- Strong
relationship management and stakeholder engagement skills.
- High
emotional intelligence with the ability to influence and build trust.
- Results-driven
while maintaining a long-term, client-first mindset.
- Strong
coaching, mentoring, and people leadership capability.
- High
levels of integrity, accountability, and ethical judgement.
- Excellent
oral and written communication skills.
Senior Advisor, Pensions – Business Development at Zamara Kenya
ABOUT THE ROLE
Achieving Zamara’s ambitious strategic priorities will be
complex and challenging. Its continued success will be dependent on
building and retaining a world-class team.
We are seeking a dynamic and results-driven Senior
Advisor, Pensions – Business Development to join our team. This
individual will have a strong understanding of the pensions industry in Kenya
and East Africa, excellent interpersonal skills, and a proven track record in
driving business growth.
The role will report to the Business Development Manager,
Pensions.
The role will be based in Nairobi, Kenya.
KEY ROLES & RESPONSIBILITIES
In more detail, the areas of responsibility include:
- Client
Acquisition: Identify and target potential clients within the
pensions sector to expand our pensions client base.
- Relationship
Building: Establish and maintain strong relationships with
existing clients and key industry stakeholders.
- Market
Research: Stay updated on industry trends, regulations, and
competitor activities to identify growth opportunities.
- Product
Knowledge: Develop a deep understanding of our pension products
and services to effectively communicate their value to clients.
- Sales
Strategy: Create and execute a strategic sales plan to achieve revenue
targets and business growth objectives.
- Proposal
Development: Prepare and present compelling proposals and
presentations to potential clients.
- Collaboration: Collaborate
with our internal teams to ensure the successful implementation of pension
solutions.
- Stakeholder
Relationships: Strengthen stakeholder relationships and help to
entrench Zamara as market leader.
- Trainings: Actively
plan, coordinate and deliver client trainings and company seminars.
- Reporting: Maintain
accurate records of sales activities, pipeline, and forecasts.
EXPERIENCE & PERSONAL QUALITIES
The following experience is preferred:
- Bachelor’s
degree in business or related field.
- Proven
experience (minimum three years’ experience) in business development
within the pensions and/or financial services industry.
- In-depth
knowledge of pension products, regulations, and industry best practices.
- Strong
sales and negotiation skills.
- Proper
work ethics and business etiquette.
- Excellent
communication and presentation abilities.
- Self-motivated
with a track record of meeting and exceeding sales targets.
- Ability
to work independently and as part of a team.
Deadline for Application is on Tuesday 21 April 2026
Financial Advisor at Zamara
Financial Advisor at Zamara
ABOUT ZAMARA
The Zamara Group is a diversified financial services
business specialising in pensions, medical services, insurance and actuarial
solutions. Headquartered in Nairobi, Kenya, the Group has a presence in eight
countries and a Pan-African ambition. Zamara has a rich heritage in Kenya
spanning over 30 years.
Since its inception, the firm has significantly grown in
terms of size, client base and range of services. The Group has been at the
forefront of industry, influencing the way it works and at the cutting edge of
innovation.
Zamara’s higher purpose is to create a financially secure
and prosperous society. The Zamara culture is based on the values of Simplicity, Empathy
and Trust.
KEY ROLES AND RESPONSIBILITIES
Achieving Zamara’s ambitious strategic priorities will be
complex and challenging. Its continued success will be dependent on building
and retaining a world-class team.
The Financial Advisor will be responsible for financial
planning, providing finance advice, retirement planning, investment management,
and offering financial advisory services.
In more detail, the areas of responsibility include:
Business Development & Client Relationship Management
- Skilfully
closing sales and meeting the allocated sales targets
- Quality
lead generation and effective follow-up on prospective opportunities.
- Client
engagement and relationship management.
Financial Planning
- Work
closely with clients to understand their financial situation and goals,
develop customized plans to help them achieve those goals.
- Providing
holistic guidance on products (e.g. pensions, investments, insurance,
trusts etc) that align with the client’s financial objectives and risk
appetite.
- Recommend
and execute business strategies in line with the company’s objective.
Industry Research & Product Knowledge
- Demonstrate
solid understanding of financial concepts and of developments in the
economy/markets (both local and global).
- Demonstrate
solid understanding of financial products available in the market.
QUALIFICATION AND EXPERIENCE
The following experience is preferred:
- Bachelor’s
degree in finance, economics, or related field.
- Minimum
of 3 years’ experience in the financial sector.
- Certifications
such as Certified Public Accountant (CPA), Certified Financial Planner
(CFP), Chartered Financial Analyst (CFA) and Chartered Wealth Manager
(CWM) or are highly desirable.
- Financial
Planning and Finance skills.
- Prior
experience in the financial services industry is beneficial.
- Retirement
Planning and Investments expertise.
- Ability
to provide comprehensive Financial Advisory services, self-driven,
ambitious and ability to meet set targets.
- Business
Acumen.
- Relationship
building & networking skills.
- Excellent
oral & written communication skills.
Product Owner – Digital Platforms at Zamara
ABOUT THE ROLE
We are seeking a commercially minded and customer-focused
Product Owner – Digital Platforms to lead the business ownership of Zamara’s
digital products and platforms that include the client portals, advisor
platforms, internal platforms and digital infrastructure.
The role holder will act as the bridge between business,
customers, and technology teams, ensuring that Zamara’s digital solutions
deliver measurable value to clients while supporting the Group’s strategic
ambitions.
The Product Owner will be responsible for defining the
vision, requirements, and priorities for Zamara’s digital platforms, ensuring
they deliver exceptional customer experiences while driving business growth.
The role focuses on business ownership of digital products,
translating strategic goals into product requirements, prioritizing development
initiatives, and ensuring the delivery of solutions that meet customer needs.
Key digital platforms under this role may include:
- Client
portals (pensions, insurance, investments, wellness)
- Advisor
and intermediary portals
- Mobile
applications
- Self-service
platforms
- Data
and analytics dashboards
- Digital
onboarding and service journeys
The Product Owner will work closely with technology teams,
business units, operations, and customer experience teams to ensure products
are delivered successfully and continuously improved.
The position will report to the Head of Research,
Analytics and SaaS Business and will be based in Nairobi,
Kenya.
KEY RESPONSIBILITIES
Product Vision & Strategy
- Define
and communicate the product vision and strategy for Zamara’s digital
platforms in alignment with the Group’s business objectives.
- Develop
and maintain a product roadmap that prioritizes initiatives delivering the
highest business and customer value.
- Identify
opportunities to enhance digital service delivery, automation, and
customer self-service.
- Monitor
industry trends, fintech innovations, and competitive developments to
ensure Zamara remains at the forefront of digital financial services.
- Align
product development initiatives with Zamara’s customer experience and
digital transformation strategy.
Product Ownership & Backlog Management
- Act as
the business owner of digital platforms, ensuring that product
capabilities align with business needs.
- Define
and manage the product backlog, prioritizing features based on customer
value, business impact, and strategic importance.
- Translate
business needs into clear product requirements, user stories, and
acceptance criteria.
- Work
closely with development teams during sprint planning, reviews, and
releases.
- Ensure
that product enhancements deliver measurable improvements in user
adoption, efficiency, and customer satisfaction.
Customer Experience & Journey Design
- Champion
a customer-first approach in the design and development of digital
solutions.
- Map
and continuously improve end-to-end customer journeys across digital
channels.
- Work
with CX and analytics teams to gather insights from customer feedback,
behaviour, and usage patterns.
- Ensure
digital platforms enable customers to easily access services, transact,
and monitor their financial positions.
- Drive
improvements in digital adoption, customer engagement, and overall
satisfaction.
Business Value & Product Performance
- Define
and track key product performance indicators, including:
- User
adoption and active users
- Digital
transaction volumes
- Customer
engagement levels
- Conversion
rates
- Customer
satisfaction metrics
- Use
data and analytics to identify improvement opportunities and optimise
product performance.
- Regularly
report on product performance and value delivery to executive management.
Stakeholder Management
- Act as
the primary business liaison between business units and technology teams.
- Work
closely with stakeholders across pensions, insurance, investments,
operations, marketing, and customer service to ensure product alignment.
- Manage
expectations of internal stakeholders regarding product timelines,
capabilities, and priorities.
- Facilitate
workshops and product discovery sessions to gather business requirements
and insights.
Digital Innovation & Platform Evolution
- Identify
opportunities to incorporate emerging technologies such as:
- Artificial
Intelligence
- Data
analytics
- Automation
- Digital
identity and onboarding
- Support
the continuous evolution of Zamara’s digital ecosystem and platform
architecture.
- Ensure
platforms are scalable and adaptable for regional expansion across
multiple markets.
Governance, Risk & Compliance
- Ensure
digital products comply with regulatory requirements, data protection
standards, and internal policies.
- Work
with compliance and risk teams to ensure secure and responsible product
development.
- Support
the adoption of responsible data practices and ethical use of technology.
KEY QUALIFICATION AND EXPERIENCE
- Bachelor’s
degree in business, Technology, Finance, Digital Marketing, Computer
Science, or related field.
- MBA or
master’s degree in Strategy, Product Management, Digital Transformation or
Innovation (preferred).
- Certifications
in Agile, Scrum Product Owner (CSPO), Product Management, or UX Design are
a pl
- 7+
years in digital product management, digital transformation, customer
experience strategy, or fintech solution
- Proven
track record in managing digital platforms or customer-facing
technology products.
- Strong
understanding of Agile product development methodologies.
- Experience
working with cross-functional teams including technology, operations, and
customer experience.
- Hands-on
experience with AI-driven engagement models and data analytics plat
- Strong
background in customer journey mapping and omnichannel experience design
- Demonstrated
success in leading cross-functional teams in digital transformation
project
- Expertise
in leveraging emerging technologies (AI, blockchain, IoT) to enhance
digital prod
Desired Competencies
- Strong
business and commercial acumen
- Excellent
product thinking and problem-solving capability
- Ability
to translate business needs into product requirements
- Strong
stakeholder management and communication skills
- Customer-centric
mindset
- Data-driven
decision making
- Ability
to work in fast-paced digital transformation environments
- Strategic
thinking combined with execution focus
Expected Outcomes
- Successful
delivery of digital product initiatives aligned with Zamara’s strategy.
- Increased
digital adoption and customer engagement across platforms.
- Improved
efficiency and automation of key customer service journeys.
- Strong
alignment between business strategy and digital capabilities.
- Continuous
improvement of customer experience across digital touchpoints.
The deadline for application is 31 March 2026
Consultant Care Management (Mombasa) at Zamara
This role will be based in Mombasa, Kenya.
ABOUT ZAMARA
The Zamara Group is a diversified financial services
business specialising in pensions, medical services, insurance and actuarial
solutions. Headquartered in Nairobi, Kenya, the Group has a presence in eight
countries and a Pan-African ambition. Zamara has a rich heritage in Kenya
spanning over 30 years.
Since its inception, the firm has significantly grown in
terms of size, client base and range of services. The Group has been at the
forefront of industry, influencing the way it works and at the cutting edge of
innovation.
Zamara’s higher purpose is to create a financially secure
and prosperous society. The Zamara culture is based on the values of Simplicity, Empathy
and Trust.
ABOUT THE ROLE
Achieving Zamara’s ambitious strategic priorities will be
complex and challenging. Its continued success will be dependent on building
and retaining a world-class team.
The Assistant Consultant will ascertain seamless service
delivery to clients by offering support and assistance to medical insurance
policy holders through the claims & call centre and at medical facilities,
with minimal inconvenience, while supporting the overall goal of client
satisfaction.
KEY ROLES AND RESPONSIBILITIES
Care Management
- Manning
calls on the 24-hour medical emergencies help lines
- Facilitate
approval and authorisation for Emergency Inpatient hospitalisation e.g.
post road traffic accidents from the insurance companies/underwriters.
- Outpatient
treatment authorisation (off smart/ no card)
- Facilitate
evacuation processes to ensure favourable outcomes and reasonable charge
to clients.
- Preauthorization
request processing and hospital procedure booking including maternity and
theatre procedure bookings.
- Liaising
with the Insurance companies in the process of undertaking and
pre-authorizations.
- Provider
panel management – ensuring required facilities are onboarded and
favourable relationship is always maintained.
- Advocating
for clients
- Negotiation
of borderline claims
- Support
with overseas referral
- Offer
dedicated services to clients at their premises.
Reporting
- Provide
data reports collected from various monitoring tools assigned to the role
e.g. weekly and/or monthly reports.
- Trend
analysis – hospital charges, cost of various packages etc
Value Adds
- Facilitation
of admission and discharge processes for patients by securing all
necessary documents and ensuring minimal participation by the patient
during the admission or discharge.
- Facilitation
of special care for admitted patients e.g haircuts for executive clients
at the bed side/ flowers.
- Issuing
Zamara gift packs – pack of diapers, branded get well / birth
congratulations to admitted patients.
SKILLS AND QUALIFICATIONS
- A
Diploma in Nursing Sciences/ Clinical medicine
- Minimum
of one (1) year working in a hospital set up/ health facility/medical
insurance care department
- General
understanding of the insurance industry is an added advantage.
- Capacity
to build relationships
- Business
etiquette
- Excellent
interpersonal and customer service skills
- Team
player
- Problem
Solving skills
- Self-Driven
- Flexible
to train
ACTUARIAL GRADUATE TRAINEE VACANCY AT ZAMARA GROUP
The Zamara Group is a diversified financial services
business specialising in pensions, medical services, insurance and actuarial
solutions. Headquartered in Nairobi, Kenya, the Group has a presence in eight
countries and a Pan-African ambition. Zamara has a rich heritage in Kenya
spanning over 30 years. Since its inception, the firm has significantly grown
in terms of size, client base and range of services. The Group has been at the
forefront of industry, influencing the way it works and at the cutting edge of
innovation. Zamara’s higher purpose is to create a financially secure and
prosperous society. The Zamara culture is based on the values of Simplicity,
Empathy and Trust.
Roles and responsibilities
Achieving Zamara’s ambitious strategic priorities will be
complex and challenging. Its continued success will be dependent on building
and retaining a world-class team.
The Graduate Trainee will provide support to the Actuarial team in all aspects
of actuarial consultancy services.
In more detail, the areas of responsibility include:
Actuarial Valuations & Calculations
• Prepare calculations for checking by Senior Analyst and ensure deadlines are adhered to.• Carry out data checks/analysis for valuations and financial reviews.
• Draft valuation reports to be checked by Senior Analyst.
• Prepare individual calculations and ensure they are done according to the trust deed & rules and are within the accepted turnaround times.
• Ensure work is done in line with the quality control procedures.
Client Relations
• Occasionally communicate with clients to request for information or seek clarification with regard to data received.• Accompany senior team members to meetings.
Professional Development
• Learn and understand the processes/procedures & systems used for individual calculations and valuations.• Develop technical knowledge through formal on the job training.
• Identify potential process improvements and other inefficiencies and escalate to senior resources.
• Take on R&D initiatives under guidance of Senior Analyst.
• Assist team to contribute to the actuarial profession in Kenya.
Experience and personal qualities
Must Have Qualifications
- Bachelor’s
degree in actuarial science
- Graduated
within the past 2 years with a Second-Class Upper Division or above
- Mean Grade of B+ or above in KCSE or its equivalent
The following personal qualities are preferred:
- MS
Office with focus on Excel Skills
- Build
knowledge of Insurance/Pensions Industry
- Basic
actuarial mathematics
- Analytical
skills
- Results
oriented
- Excellent
oral and written communication skills
- Responsible
and accountable
- Time
management
- Accuracy
and attention to detail