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Home Jobs Various Locations Financial Planning Team Leads

Financial Planning Team Leads

Pinnacle Life Insurance Company Limited  · Insurance

Full Time Various Locations
Various Locations
Deadline: 25 June 2026
Posted June 6, 2026

We are seeking a highly motivated individual to join our team as a [Job Title]. The ideal candidate will have a proven track record in [specific field or industry], with at least [X years] of relevant experience. Responsibilities will include overseeing [key tasks or projects], developing and implementing [strategies or processes], and ensuring compliance with [industry regulations or company policies]. Additionally, the role requires strong analytical skills, exceptional communication abilities, and proficiency in [specific tools, software, or methodologies]. Collaboration with cross-functional teams and stakeholders will be essential to drive successful outcomes. The successful candidate will be expected to meet performance targets, contribute to continuous improvement initiatives, and maintain a high standard of professionalism in all interactions.

Pinnacle Done well Life Insurance Company is actively seeking qualified candidates for Team Leader, Financial Planner, Corporate Lead Generator (CLG), and Sales Executive roles across its Retail, Micro, and Corporate Insurance departments. These positions are available at our newly established Kong branch, situated within the Egomania District Council office complex, as well as at several branch locations, including Accra Central, Team, Achiote, Kasia, Kumasi, Bunyan, Jaborandi, Technical, and Tamale. Applications are welcomed from individuals who meet the specified qualifications, possess relevant experience, and are motivated by the offered remuneration package.

The essential qualifications include proficiency in [specific software/tools], strong analytical and problem-solving abilities, and excellent written and verbal communication skills. Candidates must demonstrate a minimum of [X years] of experience in [relevant field/industry], along with a proven track record of [specific achievements or responsibilities]. Familiarity with [specific methodologies, frameworks, or regulations] is required, and the ability to work collaboratively in a team environment is highly valued. Additionally, expertise in [specific technical or soft skills] and a commitment to continuous learning and professional development are expected.

With a proven track record in [specific industry or field, if applicable], the ideal candidate will bring [X years] of hands-on experience in [specific role or function]. Proficiency in [key skills or tools, e.g., project management software, data analysis, etc.] is essential, along with the ability to [specific competency, e.g., lead cross-functional teams, optimize workflows, etc.]. Strong problem-solving skills and adaptability are required to navigate dynamic challenges and drive results. The role demands meticulous attention to detail, exceptional communication abilities, and a collaborative mindset to engage with stakeholders at all levels. Prior experience in [relevant sector or task] is highly advantageous, as are certifications or training in [specific qualifications, if applicable].

Financial Planner Team Leaders are required to hold at least an SSS CE certificate, SHS, O’ Level, A’ Level, Diploma, HND, or a First Degree in any field, with a preference for qualifications in the social sciences.

Applicants must have a minimum of one year of sales experience and demonstrate a strong drive and motivation to achieve results.

Interested candidates should submit their application materials through the designated portal or via email to the provided address by the specified deadline. Ensure all required documents, including a resume, cover letter, and any additional certifications or references, are included. Be sure to address the job posting title and reference number in the subject line to facilitate proper processing. Late submissions will not be considered.

To submit your application, please follow the outlined process carefully. Begin by preparing a tailored cover letter and an up-to-date resume that highlights your relevant qualifications. Ensure these documents are formatted professionally and free of errors. Next, compile any additional materials, such as writing samples or references, if requested. Submit your application through the designated portal or email address by the specified deadline. Include a clear subject line and confirm receipt if possible. Follow any further instructions provided to ensure your application is complete and considered.

Please ensure your application is submitted with a cover letter and your current curriculum vitae.

We welcome you to reach out via email at [email protected] for inquiries or applications regarding this opportunity.

For recruitment inquiries, kindly reach out to Eunice via the designated email address. You may also contact her directly through the following mobile numbers: 0534665388, 0501451400, or 0246571601.

Submit your application letter addressed to the Head Pastor, Pastor Samuel.

All applications must be submitted no later than Wednesday, the 14th of August 2026.

Qualifications

DBS, HND, Degree

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