Digital Financial Advisor

About the role

Sanlam Kenya is looking for a full-time, on-site Digital Financial Advisor in Nairobi. The advisor acts as the main point of contact for affluent, high-net-worth digital prospects, supported by a steady pipeline of digital leads, and aims to turn them into long-term clients holding premium life insurance and wealth management portfolios.

Key responsibilities

• Advise clients on digital financial products and identify their financial needs
• Promote suitable solutions and manage client relationships
• Support digital sales and service delivery
• Engage, advise and convert digital prospects into long-term clients

Required profile

• Degree or diploma in Finance, Business, Banking or a related field
• Excellent verbal and written communication, able to explain complex financial concepts clearly to a well-educated audience
• Solid understanding of personal finance, investment structures and life insurance products
• Proven ability to close high-value deals, with strong objection handling, negotiation and relationship-building skills
• Self-motivated, target-driven and resilient in a high-performance, incentive-based environment

The position is open to applicants in Nairobi; applications with an updated CV are submitted through the corporate staffing partner.