Financial Advisors at Lamida Solutions Limited

Lamida Solutions Limited is a dynamic human resource consulting firm dedicated to transforming HR practices for organizations across Kenya and beyond. The company specializes in recruitment, staffing solutions, labour outsourcing, and payroll management.

Through its customized HR services, Lamida Solutions helps businesses improve workforce efficiency, streamline operations, and align talent strategies with organizational goals. The firm works with organizations across multiple sectors, offering reliable and innovative HR solutions that support sustainable business growth.

For this role, Lamida Solutions is recruiting Financial Advisors to support the expansion of financial and insurance services offered under the Madison Group network.

The Financial Advisor will play a key role in expanding the client base for financial and insurance services while delivering expert advice to individuals and businesses.

This position is ideal for motivated professionals who enjoy sales, relationship management, and helping clients make informed financial decisions. The successful candidate will focus on promoting insurance and wealth management products, building strong client relationships, and consistently achieving ambitious sales targets.

Financial Advisors will also guide clients in long-term financial planning, helping them secure their financial future through tailored insurance and investment solutions.

1. Identify and pursue new sales opportunities within assigned territories.
2. Promote insurance and wealth management products to potential clients.
3. Develop strategies to grow the client base and expand market reach.
4. Consistently meet or exceed individual and team sales targets.
5. Track performance metrics and adjust strategies to maximize results.
6. Contribute to overall revenue growth and market penetration.
7. Provide professional financial advice tailored to individual client needs.
8. Educate clients on insurance policies, investment opportunities, and wealth creation strategies.
9. Assist clients in selecting financial products that support their long-term goals.
10. Build and maintain long-term relationships with clients.
11. Provide ongoing support and advisory services.
12. Ensure high levels of client satisfaction, trust, and retention.
13. Conduct financial needs analysis to understand clients’ financial goals.
14. Customize insurance and wealth solutions that match client requirements.
15. Provide clear explanations of policy terms, benefits, and risks.

1. Diploma in Business, Finance, Marketing, Insurance, or a related field.
2. 1 to 18 years of experience in sales, financial advisory, insurance, or business development roles.
3. Strong sales and negotiation skills.
4. Excellent communication and interpersonal abilities.
5. Strong client relationship management skills.
6. Self-driven and target-oriented personality.
7. Ability to explain financial concepts clearly to clients.
8. High levels of integrity and professionalism.