Financial Advisor — Old Mutual Kenya (Nairobi)

Financial Advisor

Overview

Old Mutual is seeking energetic Financial Advisors to build meaningful careers in insurance and investment advisory. This is a relationship-driven role where you go beyond surface-level sales to understand a client’s life goals and priorities. You will be responsible for simplifying complex financial concepts and recommending practical, relevant solutions that help everyday people make better money decisions while building a growing portfolio of trusted clients.

Responsibilities

• Hold meaningful conversations with clients to uncover their financial priorities, income, and lifestyle goals.
• Recommend tailored investment and insurance solutions aligned with specific client objectives.
• Break down complex financial concepts into simple, actionable insights for clients.
• Actively build a client pipeline through personal initiative, networking, and referrals.
• Maintain long-term relationships by reviewing client progress and supporting them through various life stages.
• Ensure all interactions and documentation comply with ethical and industry standards.
• Continuously stay updated on market trends and new financial products to remain a credible advisor.

Qualifications & Experience

• Diploma or Bachelor’s degree in Business, Finance, Marketing, or a related field.
• 0–1 year of experience in a customer-facing or sales environment.
• Strong communication and interpersonal skills with the ability to influence others.
• A clear, demonstrable interest in building a long-term career in financial services.
• Ownership mindset with the resilience to work in a performance-driven, target-oriented environment.

Method of Application

Apply via: Old Mutual Kenya on oldmutual.wd3.myworkdayjobs.com