Financial Advisor

Old Mutual Kenya is looking for a Financial Advisor in Nairobi to help clients achieve their financial goals through personalized investment and insurance solutions. This role is ideal for self-driven individuals who are passionate about financial services and helping people make better money decisions.\n\n### Role Overview\nYou will be responsible for holding meaningful conversations with clients to understand their financial priorities and provide tailored guidance. The role focuses on building long-term relationships, simplifying complex financial concepts, and growing a professional portfolio within a supportive and performance-driven environment.\n\n### Key Responsibilities\n- Hold deep conversations with clients to uncover their lifestyle goals, income, and financial priorities.\n- Recommend practical and relevant investment and insurance solutions that align with each client's specific needs.\n- Translate complex financial jargon into simple, clear insights that clients can understand and act upon with confidence.\n- Continuously update your knowledge on market trends, new products, and industry changes to provide credible advice.\n- Support clients through different life stages by reviewing their progress and providing ongoing assistance.\n- Actively seek new opportunities through networking, referrals, and personal initiative to build your own client base.\n- Handle all documentation, compliance, and follow-ups accurately, ethically, and in line with industry standards.\n\n### Requirements and Qualifications\n- A Diploma or Bachelor’s degree in Business, Finance, Marketing, or a related field (or equivalent practical experience).\n- 0–1 year of experience in a customer-facing or sales environment where you have interacted directly with people.\n- Strong communication and interpersonal skills with the ability to engage and influence others.\n- A clear interest in building a career in insurance or financial advisory and a willingness to learn quickly and adapt.\n\n### Support and Career Growth\n- Access to structured training programs covering insurance, investments, and financial planning.\n- Ongoing coaching to help you navigate challenges and improve your performance.\n- Access to digital platforms and systems designed to make your work more efficient.\n- Clear career growth opportunities into leadership or building your own practice.\n\n### How to Apply\nInterested and qualified candidates should apply online via the Old Mutual recruitment portal at which redirects to the official Workday careers page.