What You\u2019ll Be Responsi\u200bble For<\/p>\n
\tUnderstand people first –\u00a0You\u2019ll 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.
\n\tGuide smart financial decisions\u00a0– Based on what you learn, you\u2019ll recommend investment and insurance solutions that are practical, relevant, and aligned to each client\u2019s goals – not just generic products.
\n\tSimplify finance for everyday people –\u00a0You\u2019ll take complex financial concepts and break them down into simple, clear insights that clients can easily understand and confidently act on.
\n\tStay informed and relevant\u00a0– You\u2019ll continuously learn about market trends, new products, and industry changes so that your advice remains timely, credible, and valuable.
\n\tBuild long-term relationships\u00a0– This is not a one-time interaction; you\u2019ll keep in touch with clients, review their progress, and support them through different life stages and financial decisions.
\n\tGrow your own client base\u00a0– You\u2019ll actively look for new opportunities through referrals, networking, and personal initiative, building a pipeline that reflects your effort and ambition.
\n\tDeliver with professionalism \u2013\u00a0From documentation to compliance and follow-ups, you\u2019ll ensure every interaction is handled accurately, ethically, and in line with industry standards.<\/p>\n
What Success Looks Like<\/p>\n
\tYou build a growing portfolio of clients who trust your advice and keep coming back
\n\tYour clients understand their financial decisions and take action with confidence
\n\tYou consistently meet or exceed your targets through disciplined effort
\n\tYou become known for clarity, reliability, and delivering real value
\n\tYour income and career growth reflect your performance and consistency<\/p>\n
What Will Set You Apart<\/p>\n
\tYou have a genuine passion for building a career in insurance and financial advisory
\n\tYou take time to truly understand people, not just close a sale
\n\tYou can translate financial concepts into everyday language that anyone can relate to
\n\tYou show up consistently, even on tough days, and stay disciplined in your efforts
\n\tYou leverage digital tools and social platforms to build your presence and connect with clients
\n\tYou approach your work with an ownership mindset, treating it like your own business<\/p>\n
Where People Struggle (If You\u2019re Not Careful)<\/p>\n
You will struggle;<\/p>\n
\tIf you wait for opportunities instead of actively finding and creating them, progress will be slow
\n\tIf you take rejection personally and don\u2019t build resilience, it can quickly become discouraging
\n\tIf you don\u2019t stay organized or follow up consistently, you may lose trust and potential business
\n\tIf you focus only on selling instead of helping, clients will struggle to trust your intentions<\/p>\n
This job is for you if;<\/p>\n
\tYou are hungry to build a meaningful career, not just get a job
\n\tYou have a strong interest in insurance, financial services, and helping people make better money decisions
\n\tYou enjoy connecting with people and building long-term relationships
\n\tYou are self-driven, energetic, and motivated by growth and results
\n\tYou are open to learning and improving, especially in finance, communication, and sales
\n\tYou are comfortable working in a target-driven environment where effort directly impacts outcomes
\n\tYou are digitally aware and understand how technology can enhance customer experience<\/p>\n
How We\u2019ll Support You to Succeed<\/p>\n
\tYou\u2019ll go through structured training programs that build your knowledge in insurance, investments, and financial planning
\n\tYou\u2019ll receive ongoing coaching and mentorship to help you navigate challenges and improve performance
\n\tYou\u2019ll have access to tools, systems, and digital platforms that make your work more efficient and impactful
\n\tYou\u2019ll see a clear career growth pathway, including opportunities to step into leadership or build your own practice
\n\tYou\u2019ll be part of a culture that values learning, resilience, and continuous development<\/p>\n
What We\u2019re Looking For (Qualifications)<\/p>\n
\tA Diploma or Bachelor\u2019s degree in Business, Finance, Marketing, or a related field\u2014or equivalent practical experience
\n\t0 \u20131 year experience in a customer-facing or sales environment, where you\u2019ve interacted directly with people
\n\tStrong communication and interpersonal skills, with the ability to engage and influence others
\n\tA clear interest in building a career in insurance or financial advisory
\n\tA willingness to learn quickly, adapt, and grow in a performance-driven role<\/p>\n
go to method of application \u00bb<\/p>\n
Use the link(s) below to apply on company website. \u00a0<\/p>\n
Apply Through:<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":{"_promoted":"","_job_location":"","_application":"","_company_name":"Old Mutual Kenya","_company_website":"http:\/\/www.oldmutual.co.ke","_company_tagline":"Old Mutual Kenya is based in Nairobi and is part of a larger group that offers solutions in long-term savings, asset management and investment. We offer solutions to individuals and corporates underpinned by our core values which are: Respect, Integrity, Accountability and Pushing beyond boundaries.","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job_listing_region":[692],"job-categories":[792,693,708,701],"job-types":[687],"class_list":{"0":"post-93092","1":"job_listing","2":"type-job_listing","3":"status-publish","4":"hentry","5":"job_listing_region-nairobi","7":"job-type-full-time"},"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/job-listings\/93092","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/media?parent=93092"}],"wp:term":[{"taxonomy":"job_listing_region","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/job_listing_region?post=93092"},{"taxonomy":"job_listing_category","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/job-categories?post=93092"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/job-types?post=93092"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}