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Job Title:Financial Consultant Location: Woodlands Lusaka, Zambia. Employment Type: Full-Time. Role Summary We are seeking a results-driven Financial Consultant to advise clients on suitable financial solutions and drive sales of microfinance products. The role focuses on client acquisition, financial needs analysis, and long-term relationship management while meeting individual and team performance targets. Key Responsibilities ● Prospect, acquire, and onboard new clients through field, digital, and referral channels. ● Conduct financial needs assessments and recommend appropriate products including life cover, funeral plans, education plans, and savings solutions. ● Explain product features, benefits, terms, and premiums clearly and ethically. ● Assist clients with applications, documentation, and onboarding processes. ● Maintain accurate client records and follow up on leads, renewals, and policy servicing. ● Meet or exceed monthly sales and activity targets. ● Build and maintain strong, long-term client relationships. ● Stay up to date with product offerings, regulatory requirements, and market trends. ● Collaborate with team leaders and support functions to improve performance. Minimum Requirements ● Grade 12 certificate. ● Diploma or Degree in Business, Finance, Economics, Insurance or a related field. ● Previous experience in sales, insurance, banking or financial services is an advantage. ● Strong communication, negotiation and interpersonal skills. ● Self-motivated with the ability to work independently and in the field. ●Basic computer literacy and familiarity with mobile/digital tools. ●High level of integrity and customer focus. Key Competencies ● Sales and client relationship management ● Financial needs analysis ● Goal-oriented and resilient ● Professional presentation and communication ● Time management and planning Compensation & Benefits ● Attractive commission structure with performance incentives ● Training and professional development ● Career growth opportunities within financial services
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🧠 Profil recherché Job Title:Financial Consultant Location: Woodlands Lusaka, Zambia. Employment Type: Full Time. Role Summary We are seeking a results driven Financial Consultant to advise clients on suitable financial solutions and drive sales of microfinance products. The role focuses on client acquisition, financi
🧠 Profil recherché Job Title:Financial Consultant Location: Woodlands Lusaka, Zambia. Employment Type: Full Time. Role Summary We are seeking a results driven Financial Consultant to advise clients on suitable financial solutions and drive sales of microfinance products. The role focuses on client acquisition, financi
🧠 Profil recherché Job Title:Financial Consultant Location: Woodlands Lusaka, Zambia. Employment Type: Full Time. Role Summary We are seeking a results driven Financial Consultant to advise clients on suitable financial solutions and drive sales of microfinance products. The role focuses on client acquisition, financi
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