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.Job Description The Advisor Sales Manager is responsible for leading, developing, and managing a team of IFS Advisors to drive sales performance, deliver outstanding customer outcomes, and supporting the One Mutual Integrated Financial Services (IFS) strategy. This role provides frontline leadership to ensure Advisors are equipped, motivated, and aligned to organizational culture and values while achieving revenue growth through insurance, investment, health, and financial solutions. Key Responsibilitiesâ Sales Leadership & Performance Managementâ Drive achievement of individual and team sales targets across the IFS product suite.â Monitor daily, weekly, and monthly performance metrics and implement corrective actions where required.â Lead sales planning, forecasting, territory management, and activity tracking.â Conduct regular performance reviews, goal setting, and performance coaching.â Advisor Recruitment, Onboarding & Capability Buildingâ Support the recruitment and selection of high-performing Advisors.â Lead onboarding and induction activities to accelerate Advisor productivity.â Work closely with Training and Support Teams to coordinate product training, sales skills development, and regulatory requirements.â Build a high-performance culture grounded in Old Mutual’s values and sales excellence standards.â Customer Experience & Quality Assuranceâ Ensure Advisors deliver exceptional customer service and adhere to Treating Customers Fairly (TCF) principles.â Oversee compliance with regulatory guidelines, licensing, and company policies.â Resolve escalations and ensure quality checks on sales processes and documentation.â Coaching, Mentorship & Culture Buildingâ Provide regular field coaching and joint visits with Advisors.â Instill the organization’s purpose, culture, and values.â Guide Advisors on ethical selling, professionalism, and customer engagement.â Collaboration & Stakeholder Managementâ Work closely with collaborating roles: Retail Sales Manager, Corporate BD Managers, Marketing & Distribution.â Coordinate campaigns, marketing initiatives, and lead generation activities.â Share insights with Product, Marketing, and Business Development teams to enhance customer value propositions.â Represent the Advisor unit in meetings, planning sessions, and business reviews.â Operational Management & Reportingâ Track and report on Advisor activity, conversions, compliance, and quality metrics.â Ensure accurate submission of reports, documentation, and sales records.â Coordinate with the IFS Administrator and Distribution Support Team to ensure smooth operations.â Manage budgets, commissions, incentives, and resource allocations for the unit.â âÂÂKey Performance Indicators (KPIs)â Achievement of sales targets (monthly, quarterly, annual)â Advisor activation & productivity ratiosâ Advisor retention and tenureâ Quality metrics: lapse rates, compliance scores, documentation qualityâ Customer satisfaction and experience scoresâ Team engagement and culture metricsâ âÂÂQualifications & Experienceâ Bachelor’s degree in Business, Sales, Marketing, Finance, or related field.â Minimum 5–7 years’ experience in sales or financial services, with at least 3 years in a leadership or supervisory role.â Proven track record in sales management and achieving commercial targets.â Experience in insurance, bancassurance, or IFS distribution is an added advantage.â Knowledge of regulatory requirements (IRA, RBA, CMA, etc.)â âÂÂSkills & Competenciesâ âÂÂTechnical Skillsâ Strong understanding of financial products: Life, General, Health, Investments, and Savingsâ Sales planning, forecasting, pipeline managementâ Data-driven decision-makingâ Leadership & Behavioral Competenciesâ Inspirational leadership and coaching capabilityâ Excellent communication and interpersonal skillsâ Strong ethical grounding and customer-centric mindsetâ Problem-solving and conflict resolutionâ Agility and adaptability in a fast-paced sales environmentâ Personal Attributesâ High level of integrityâ Results-oriented with a growth mindsetâ Confident, resilient, and self-motivatedâ Passionate about people development and customer successâÂÂ
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Advisor Sales Unit Manager At Old Mutual Kenya
Banking / Financial Services
full time
Nairobi
Posted 1 day ago