Digital Financial Advisor Job Sanlam

Job description

IT Jobs, Sanlam Jobs.Responsible for advising clients on digital financial products, identifying their financial needs, promoting suitable solutions, managing client relationships, supporting digital sales and service delivery. Requires a degree or diploma in Finance, Business, Banking, or a related field. This is a full-time, on-site position based in Nairobi.

Purpose of Position

• We are seeking high-energy, driven, and exceptionally articulate Digital Financial Advisors to join our dynamic HQ team. In this role, you will be the primary point of contact for our affluent and high-net-worth (HNW) digital prospects. Supported by a continuous, dedicated pipeline of digital leads, your core objective will be to engage, advise, and successfully convert these prospects into long-term clients holding premium life insurance and wealth management portfolios.

Qualifications

• Excellent Communicator: Flawless verbal and written communication. Ability to articulate complex financial concepts clearly and confidently to an affluent, highly educated demographic.
• Digital Fluency: High proficiency with CRM software, virtual meeting platforms (Teams, Zoom), and modern digital sales workflows.
• Sales & Conversion: Proven ability to close high-value deals. Strong objection-handling, negotiation, and relationship-building skills.
• Financial Acumen: Solid understanding of personal finance, investment structures, and life insurance products to provide credible, authoritative advice.
• Drive & Resilience: Self-motivated, torget-driven, and highly resilient. Thrives in a high- performance, incentive-based environment.

How to Apply

Interested candidates should submit their application and updated CV to: Hrvacancies@ke.sanlamallianz.com

Requirements

Apply by email: hrvacancies@ke.sanlamallianz.com