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

• 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.

• 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.
• Sales and client relationship management
• Financial needs analysis
• Goal-oriented and resilient
• Professional presentation and communication
• Time management and planning

• 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.