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.

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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

• Hold meaningful conversations with clients to understand their goals, lifestyle, income, and financial priorities.
• Recommend investment and insurance solutions that are practical, relevant, and aligned to each client’s goals.
• Break down complex financial concepts into simple, clear insights.
• Continuously learn about market trends, new products, and industry changes.
• Keep in touch with clients, review their progress, and support them through different life stages and financial decisions.
• Actively look for new opportunities through referrals, networking, and personal initiative.
• Ensure every interaction is handled accurately, ethically, and in line with industry standards.

• Strong communication and interpersonal skills
• Ability to engage and influence others
• Passion for building a career in insurance and financial advisory
• Ability to translate financial concepts into everyday language
• Discipline and consistency
• Digital literacy and ability to leverage digital tools and social platforms
• Ownership mindset
• Self-driven, energetic, and motivated by growth and results
• Open to learning and improving

• 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
• Strong communication and interpersonal skills
• 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