Financial Consultant

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

How to Apply

Interested candidates should submit their CV, Results, a brief Cover Letter relevant experience and motivation for the role via email at Apply Now