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Home Jobs Various Locations Senior Sales and Financial Planning Specialists

Senior Sales and Financial Planning Specialists

Pinnacle Life Insurance Company Limited  · Insurance

Full Time Various Locations
Various Locations
GH
Deadline: 25 June 2026
Posted June 7, 2026

We are seeking a highly motivated professional to join our team in the capacity of [Job Title], responsible for overseeing key operational processes, driving project execution, and ensuring alignment with organizational goals. The ideal candidate will possess a minimum of [X] years of relevant experience in [specific field or industry], along with a proven track record in [key skill or responsibility]. Proficiency in [specific software, tool, or methodology] is required, and strong analytical and problem-solving abilities are essential. Additionally, the role demands exceptional communication skills to collaborate effectively with cross-functional teams, stakeholders, and leadership. Key responsibilities include [list 1-2 major duties], as well as [list 1-2 additional responsibilities], with a focus on delivering measurable results and fostering continuous improvement.

Pinnacle Done well Life Insurance Company is currently seeking qualified candidates to fill the roles with Team Leaders, Financial Planners, Corporate Lead Generators (CLGs), and Sales Executives across its Retail, Micro, and Corporate Insurance divisions. Specifically, the company is hiring for the new Kong branch, which operates within the newly established Egomania District Council office complex, as well as for Team Leaders and Sales Executives in the Micro Insurance Unit across multiple branches, including Accra Central, Team, Achiote, Kasia, Kong Unit, Kumasi, Bunyan, Jaborandi, Technical, and Tamale. The selection process will be based on specified qualifications, relevant experience, and competitive remuneration packages.

Strong analytical and problem-solving skills are essential, along with proficiency in data analysis tools and techniques. Candidates must demonstrate excellent written and verbal communication abilities, coupled with a keen attention to detail. Experience with project management methodologies and the ability to work effectively in collaborative team environments are also required. Additionally, familiarity with industry-specific software or platforms is a must.

A Sales Executive is tasked with identifying potential clients and successfully selling the company’s Micro Life insurance policies, requiring the following qualifications:

We seek a dynamic and results-driven Sales Executive to drive revenue growth and expand our client base. The ideal candidate will possess a minimum of three years of proven sales experience, ideally within a competitive industry, along with a track record of exceeding targets. A bachelor’s degree in Business Administration, Marketing, or a related field is required, and advanced proficiency in CRM software (e.g., Salesforce, HubSpot) is essential. Strong interpersonal skills, exceptional negotiation abilities, and a strategic approach to client relationship management are critical to success in this role. The Sales Executive will be responsible for identifying new business opportunities, cultivating long-term partnerships, and delivering compelling presentations to key stakeholders. Additionally, the position demands the ability to analyze market trends, set and track sales metrics, and collaborate effectively with cross-functional teams to optimize performance.

A Financial Planner or Sales Executive is required to hold at least an S.S.S.C.E certificate, SHS, O’ or A’ Levels qualifications, a Diploma, or an H.N.D as the minimum educational credential.

Experienced financial planners seeking to transition into a sales executive role are encouraged to apply. Candidates must possess a proven track record in financial planning, including expertise in client consultation, portfolio management, and strategic financial advice. Strong interpersonal and communication skills are essential for building client relationships and driving sales. Additionally, proficiency in financial software, regulatory compliance knowledge, and a results-driven mindset are critical requirements. The successful applicant will be responsible for developing and implementing sales strategies, meeting and exceeding revenue targets, and maintaining high levels of client satisfaction.

Applicants, whether experienced in sales or not, must demonstrate the following essential qualities.

Experienced professionals in financial planning are sought to join our team as Sales Executives, where competitive remuneration is provided. Ideal candidates will possess strong interpersonal skills, a deep understanding of financial products, and the ability to meet sales targets consistently. Key responsibilities include developing client relationships, identifying financial needs, and offering tailored solutions to enhance customer satisfaction and drive revenue growth. Proficiency in financial software, regulatory compliance awareness, and a commitment to ethical business practices are essential. This role offers a dynamic work environment, opportunities for professional development, and performance-based incentives to reward excellence.

An enticing range of incentive packages is available for qualified applicants.

Vacancies are currently available for the positions of Team Leader and Sales Executive across multiple office locations.

We offer a competitive monthly remuneration package, commensurate with experience and industry standards.

• Administer and manage customer phone credit processes to ensure accurate and timely disbursements.

• Responsible for implementing system overrides to ensure operational continuity and compliance with established protocols, including the management of override codes and access permissions. Requires proficiency in relevant software systems, a strong understanding of regulatory requirements, and the ability to troubleshoot issues promptly. Duties include monitoring override activities, documenting all actions taken, and collaborating with cross-functional teams to resolve discrepancies. Must adhere to strict security measures to protect sensitive data and maintain audit trails.

As part of this role, you will participate in annual sales incentive trips to Dubai, with comprehensive group life insurance coverage provided throughout the engagement.

Highly motivated and diligent professional capable of consistently delivering outstanding results through relentless effort and dedication.

• Self – motivated

We seek a highly driven individual eager to embrace ambitious challenges and achieve significant professional growth. This role demands a proactive approach, with a strong emphasis on setting and accomplishing lofty goals. The ideal candidate will demonstrate relentless motivation, a passion for excellence, and the ability to thrive in a fast-paced, dynamic environment. Exceptional dedication and a willingness to go above and beyond are essential to excel in this position.

• Result-Oriented

We pride ourselves on maintaining the highest standards of integrity and transparency in all aspects of our operations. Candidates must demonstrate unwavering honesty and ethical behavior in both professional and personal contexts. Integrity is a non-negotiable requirement for this role.

We provide various allowances as part of the compensation package, including housing, transportation, and meal allowances, among others, in accordance with company policies and applicable regulations. To be eligible, candidates must meet specific criteria, such as minimum years of experience in a relevant field, proficiency in designated languages, and possession of necessary certifications or licenses. The role involves overseeing daily operations, ensuring compliance with safety and quality standards, managing budgets, and coordinating with cross-functional teams to achieve organizational objectives. Additionally, the position requires conducting regular audits, reporting progress to senior management, and implementing process improvements to enhance efficiency and productivity.

You will receive a monthly sales commission of GHC 450 upon meeting the set budget target, along with an additional GHC 200 upon achieving the minimum sales budget.

We are looking for a dynamic individual to manage and strategize mobile phone promotions, ensuring maximum engagement and customer appeal. The ideal candidate will possess strong analytical skills to assess market trends and promotional effectiveness, alongside excellent communication abilities to collaborate with cross-functional teams. Responsibilities include designing compelling promotional campaigns, coordinating with sales and marketing departments, and analyzing performance metrics to optimize future initiatives. A proven track record in mobile promotions or a related field is required, along with proficiency in data-driven decision-making and a deep understanding of consumer behavior in the mobile market.

We offer a competitive compensation package, including a 10% commission on sales, structured as part of our annual sales promotion program. This incentive is designed to reward performance and drive revenue growth within the team.

Comprehensive health insurance coverage is provided, ensuring access to medical care and financial protection for employees.

Group life insurance provides financial security to employees’ beneficiaries in the event of an accident, ensuring peace of mind for both staff and their families. This benefit covers unforeseen circumstances, offering a lump-sum payment to designated recipients while supporting workplace morale and retention. Organizations typically offer this coverage as part of a comprehensive benefits package to attract and retain talent.

A mobile phone is required for this position to facilitate communication and access to company resources.

• Located in the heart of Accra Central, this role demands a dynamic professional capable of thriving in a fast-paced, urban environment. Candidates must possess a minimum of three years of relevant experience, with a strong preference for those holding a degree in business administration, finance, or a related field. Fluency in English is essential, while additional proficiency in local dialects such as Two or Ga would be advantageous. Key responsibilities include managing client relationships, overseeing daily operations, and ensuring compliance with regulatory standards. The ideal candidate will demonstrate exceptional organizational skills, problem-solving abilities, and the capacity to lead cross-functional teams effectively.

• Kasoa

• Tema

• Kpong

• Achimota

• We are seeking a highly motivated and skilled individual to join our team in Koforidua as a [Job Title]. The ideal candidate must possess a [specific degree or certification], along with a minimum of [X] years of relevant experience in [industry/field]. Proficiency in [specific software, tools, or languages] is essential, and strong problem-solving and communication skills are required. Responsibilities include [list key duties, e.g., managing projects, analyzing data, developing strategies, etc.], ensuring compliance with [relevant regulations or standards], and collaborating with cross-functional teams to achieve organizational goals.

Kumasi, located in the heart of Ghana, serves as the bustling capital of the Ashanti Region and stands as the second-largest city in the country. Renowned for its rich cultural heritage, vibrant markets, and historical significance, Kumasi is a pivotal economic and administrative hub in West Africa. The city boasts a diverse population, a thriving arts scene, and numerous educational institutions, contributing to its dynamic urban landscape. With well-developed infrastructure, including modern transportation networks and healthcare facilities, Kumasi offers ample opportunities for business, tourism, and community development. Its strategic position enhances connectivity to other major cities and neighboring countries, further solidifying its role as a key player in regional growth and collaboration.

• Sunyani

• Responsible for preparing and cooking traditional Ghanaian tamales, ensuring authentic flavors and high-quality presentation.
• Maintains inventory of ingredients and equipment, adhering to food safety and sanitation standards.
• Collaborates with kitchen staff to streamline meal preparation and delivery.
• Follows established recipes while accommodating dietary modifications when necessary.
• Monitors food temperatures and storage conditions to prevent spoilage and ensure freshness.
• Trains junior staff on proper tamale-making techniques and kitchen protocols.
• Assists in menu development to introduce innovative variations of tamale dishes.

• Takoradi

Techiman serves as the central hub for our organization’s operations, overseeing logistics, supply chain management, and regional coordination. With a focus on optimizing efficiency and maintaining seamless workflows, the role demands proficiency in data analysis, strategic planning, and stakeholder engagement. Key responsibilities include monitoring inventory levels, forecasting demand, and ensuring timely distribution across multiple locations. Additionally, the position requires collaborating with cross-functional teams, implementing process improvements, and resolving operational challenges to enhance productivity and customer satisfaction.

To initiate the application process, kindly follow the outlined procedure for submission. Detailed instructions regarding the submission of materials will be provided to ensure a seamless and efficient application experience. Be advised that adherence to the specified guidelines is essential for consideration.

To submit your application, please follow the outlined process, ensuring all required materials are provided. Include a comprehensive resume outlining your work experience, educational background, and relevant skills. Additionally, prepare a cover letter that highlights your qualifications and explains your interest in the position. Submit both documents through the designated application portal or via email, adhering to the specified instructions. Be sure to meet the application deadline to ensure your submission is considered.

Kindly submit your cover letter and curriculum vitae for consideration.

Email : [email protected]

Please direct all recruitment inquiries to the designated official email address by reaching out to Eunice. For further assistance, contact her via the following mobile numbers: 0534665388, 0501451400, or 0246571601.

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

All applications must be submitted by Sunday, June 14, 2026.

Qualifications

S.S.S.C.E., W.A.S.S.C.E., H.N.D., Degree

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