Old Mutual Kenya is looking for an Integrated Financial Advisor to join their team in Nairobi. The role is focused on helping clients achieve their long-term financial goals through personalized advice and professional guidance. You will hold meaningful conversations to understand clients' lifestyles, income, and financial priorities to uncover what truly matters to them. The core objective is to recommend practical investment and insurance solutions while simplifying complex financial concepts into clear, actionable insights.
Key Responsibilities
Understand People First: Hold meaningful conversations with clients to understand their goals, lifestyle, income, and financial priorities, going beyond surface-level needs.
Guide Smart Financial Decisions: Based on client needs, recommend investment and insurance solutions that are practical, relevant, and aligned to each client’s goals.
Simplify Finance for Everyday People: 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: Continuously learn about market trends, new products, and industry changes so that advice remains timely, credible, and valuable.
Build Long-Term Relationships: Maintain contact with clients, review their progress, and support them through different life stages and financial decisions.
Grow Your Own Client Base: Actively look for new opportunities through referrals, networking, and personal initiative, building a pipeline that reflects your effort and ambition.
Deliver with Professionalism: Ensure every interaction (documentation, compliance, follow-ups) 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.
Requirements and Qualifications
Education: A minimum of a Bachelor's degree (BA/BSc) or a Higher National Diploma (HND).
Values Alignment: Ability to demonstrate core values of Respect, Integrity, Accountability, and Pushing beyond boundaries.
How to Apply
Interested and qualified candidates should apply online via the Old Mutual recruitment portal on Workday by following this link: Old Mutual Kenya Application Portal
How to Apply
Interested and qualified candidates should apply online by visiting the Old Mutual recruitment portal. To begin your application, go to Old Mutual Kenya on Workday via MyJobMag which will redirect you to the official careers page on Workday.
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