Financial Advisor at Old Mutual Kenya

What You’ll Be Responsible For

• Understand people first - You’ll hold meaningful conversations with clients to understand their goals, lifestyle, income, and financial priorities, going beyond surface-level needs to uncover what truly matters to them.
• Guide smart financial decisions - Based on what you learn, you’ll recommend investment and insurance solutions that are practical, relevant, and aligned to each client’s goals - not just generic products.
• Simplify finance for everyday people - You’ll take complex financial concepts and break them down into simple, clear insights that clients can easily understand and confidently act on.
• Stay informed and relevant - You’ll continuously learn about market trends, new products, and industry changes so that your advice remains timely, credible, and valuable.
• Build long-term relationships - This is not a one-time interaction; you’ll keep in touch with clients, review their progress, and support them through different life stages and financial decisions.
• Grow your own client base - You’ll actively look for new opportunities through referrals, networking, and personal initiative, building a pipeline that reflects your effort and ambition.
• Deliver with professionalism – From documentation to compliance and follow-ups, you’ll ensure every interaction is handled accurately, ethically, and in line with industry standards.

What Success Looks Like

• You build a growing portfolio of clients who trust your advice and keep coming back
• Your clients understand their financial decisions and take action with confidence
• You consistently meet or exceed your targets through disciplined effort
• You become known for clarity, reliability, and delivering real value
• Your income and career growth reflect your performance and consistency

What Will Set You Apart

• You have a genuine passion for building a career in insurance and financial advisory
• You take time to truly understand people, not just close a sale
• You can translate financial concepts into everyday language that anyone can relate to
• You show up consistently, even on tough days, and stay disciplined in your efforts
• You leverage digital tools and social platforms to build your presence and connect with clients
• You approach your work with an ownership mindset, treating it like your own business

Where People Struggle (If You’re Not Careful)

You will struggle;

• If you wait for opportunities instead of actively finding and creating them, progress will be slow
• If you take rejection personally and don’t build resilience, it can quickly become discouraging
• If you don’t stay organized or follow up consistently, you may lose trust and potential business
• If you focus only on selling instead of helping, clients will struggle to trust your intentions

This job is for you if;

• You are hungry to build a meaningful career, not just get a job
• You have a strong interest in insurance, financial services, and helping people make better money decisions
• You enjoy connecting with people and building long-term relationships
• You are self-driven, energetic, and motivated by growth and results
• You are open to learning and improving, especially in finance, communication, and sales
• You are comfortable working in a target-driven environment where effort directly impacts outcomes
• You are digitally aware and understand how technology can enhance customer experience

How We’ll Support You to Succeed

• You’ll go through structured training programs that build your knowledge in insurance, investments, and financial planning
• You’ll receive ongoing coaching and mentorship to help you navigate challenges and improve performance
• You’ll have access to tools, systems, and digital platforms that make your work more efficient and impactful
• You’ll see a clear career growth pathway, including opportunities to step into leadership or build your own practice
• You’ll be part of a culture that values learning, resilience, and continuous development

What We’re Looking For (Qualifications)

• A Diploma or Bachelor’s degree in Business, Finance, Marketing, or a related field—or equivalent practical experience
• 0 –1 year experience in a customer-facing or sales environment, where you’ve interacted directly with people
• Strong communication and interpersonal skills, with the ability to engage and influence others
• A clear interest in building a career in insurance or financial advisory
• A willingness to learn quickly, adapt, and grow in a performance-driven role