Digital Financial Advisor
AI job insight
Sanlam Kenya is hiring a Digital Financial Advisor to join its HQ team in Nairobi. The role focuses on advising affluent and high-net-worth prospects on life insurance and wealth management products, converting digital leads into long-term clients through digital sales workflows. Requires a degree or diploma in Finance, Business, Banking or a related field.
- Full-time, on-site position based in Nairobi
- Advise affluent and high-net-worth digital prospects
- Dedicated pipeline of digital leads provided
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Sanlam Kenya is hiring a Digital Financial Advisor to join its HQ team in Nairobi. The role focuses on advising affluent and high-net-worth prospects on life insurance and wealth management products, converting digital leads into long-term clients through digital sales workflows. Requires a degree or diploma in Finance, Business, Banking or a related field.
- Full-time, on-site position based in Nairobi
- Advise affluent and high-net-worth digital prospects
- Dedicated pipeline of digital leads provided
- Conversions into premium life insurance and wealth portfolios
- Deadline for applications: 18/11/2026
AI job guide
Use this guide to check salary signals, requirements, documents, application steps and safety before you apply.
AI salary guide
Source salary availableThe source lists Open. Confirm the final pay, benefits, contract terms and allowances directly with the employer before accepting an offer.
Can you qualify for this role?
- RequiredEducation or certification mentioned in the postThe captured text mentions education, a diploma, certificate, or licence.
- PreferredPractical evidence in sales, entregador, technologyThe tags and summary point to skills connected with this role.
- RequiredAvailability to work in NairobiThe vacancy is associated with this location.
- UnclearComfort with the Full Time contract termsConfirm hours, duration, probation and benefits at the original source.
Documents to prepare
- Likely requiredUpdated CV
- Role specificCover letter or short employer message
- OptionalProfessional references
- Role specificAcademic or professional certificates
- VerifyID or passport only after verifying the employer
Application tips for this job
- Place your strongest Digital Financial Advisor evidence in the first half of your CV.
- In your cover letter or employer message, connect your experience to Sanlam Kenya and the role in Nairobi.
- Add concrete examples related to sales, entregador, technology, ideally with measurable outcomes or clear responsibilities.
- Follow the instructions from Corporate Staffing Kenya; avoid sending documents to unofficial contacts or copied links.
- Confirm the deadline, interview location and employer contact before sharing personal documents.
- Plan to submit before the listed deadline: 2026-11-18.
Source and safety check
- Corporate Staffing Kenya
- Original source link available
- Application method is clear
- Deadline is available: 2026-11-18
- No major risk signal was detected in the captured text.
Never pay for interviews, shortlisting, medical checks, uniforms, or job placement. Confirm every application at the original source before sharing personal documents. Report suspicious listing.
Interview preparation
- What experience makes you a strong fit for this Digital Financial Advisor role in sales, entregador?
- How have you handled responsibilities similar to those in this job post?
- Are you available to work in Nairobi under the listed contract or schedule?
- Prepare examples with clear responsibilities, tools used and measurable outcomes.
- Review the source and research Sanlam Kenya before the interview.
Ask what the first priorities will be in the role and how success will be measured.
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Original source description
Job Title: Digital Financial Advisor
Date Posted: 04/11/2026
Job Type: Full Time
Job Level: Middle
Employer: Sanlam Kenya
Industry: Sales & Marketing
Salary: Open
Location: Nairobi
Country: Kenya
Deadline: 18/11/2026
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.