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Home Jobs Dzorwulu, Accra Senior Financial Consultants – Sales & Advisory Specialists

Senior Financial Consultants – Sales & Advisory Specialists

PetraTrust  · Financial Services/Non-Banking

Full Time Dzorwulu, Accra
Dzorwulu - Accra
Deadline: 2 July 2026
Posted June 8, 2026

We are seeking a highly motivated individual to join our team as a [Job Title]. The ideal candidate will possess strong analytical skills, attention to detail, and the ability to work independently as well as collaboratively in a fast-paced environment. Responsibilities include [list key responsibilities, e.g., conducting market research, managing client accounts, developing strategic plans, or analyzing financial data], with a focus on delivering high-quality results efficiently. Requirements for this role include [list key requirements, e.g., a bachelor’s degree in a relevant field, X years of experience in a similar position, proficiency in [specific software/tools], and excellent communication abilities]. The successful applicant will play a pivotal role in [mention key contributions, e.g., driving business growth, enhancing operational efficiency, or fostering client relationships].

Role Summary

Delivers customized financial strategies to both current and potential clients, aligning solutions with their financial objectives. Works collaboratively with clients to help them realize their aspirations by leveraging in-depth expertise in the company’s offerings and proposing adaptable financial solutions designed to address both immediate and long-term requirements.

Oversee a range of critical duties, including managing project timelines, coordinating team efforts, ensuring adherence to quality standards, and maintaining clear communication with stakeholders. Additionally, analyze performance metrics to identify areas for improvement, implement strategic initiatives, and provide mentorship to junior team members to foster professional growth.

Conduct in-depth evaluations of clients’ financial circumstances to devise and execute tailored financial strategies aimed at accomplishing their specific financial objectives.

• Drive goal attainment by strategically organizing tasks and prioritizing time efficiently.

You will be responsible for cultivating and sustaining a strong customer base by showcasing our cutting-edge products and delivering expert financial advisory services with professionalism and precision.

Prepare and submit comprehensive daily and weekly reports as required.

Key opportunities for revenue growth must be identified to drive financial performance and strategic expansion.

Demonstrate outstanding product expertise and a customer-centric approach to assist and advise clients in making well-informed purchasing decisions.

Regularly evaluating customers’ portfolios and accounts to identify whether life changes, economic shifts, or financial performance necessitate a reassessment of their plans.

Perform in-depth evaluations of competing entities to identify market trends, strengths, and weaknesses, ensuring strategic insights for informed decision-making.

Other responsibilities pertinent to the position include performing various tasks associated with the role.

Required proficiencies encompass a strong command of analytical problem-solving, meticulous attention to detail, and the capacity to thrive under pressure while meeting strict deadlines. Proficiency in relevant software applications, including advanced spreadsheet and database management tools, is essential. Excellent written and verbal communication skills are mandatory to convey complex information clearly and collaborate effectively with cross-functional teams. Prior experience in a similar role, coupled with a proven track record of delivering high-quality results, is highly desirable. Familiarity with industry-specific regulations and compliance standards is a critical requirement. Additionally, the ability to multitask efficiently without compromising accuracy is expected.

A strong candidate will possess the following essential skills and qualifications. They should demonstrate proficiency in relevant technical or industry-specific tools and methodologies, ensuring they can effectively contribute to the team’s objectives. Excellent communication abilities are required to collaborate seamlessly with colleagues, stakeholders, and clients. Problem-solving skills are crucial for identifying and resolving challenges efficiently. Additionally, the ideal candidate will exhibit adaptability to evolving priorities and a commitment to continuous learning. Prior experience in a similar role is highly preferred, along with the ability to work both independently and collaboratively in a fast-paced environment.

A bachelor’s degree in Business Administration, Accounting, Marketing, Economics, or a related field is required.

• Candidates should possess a minimum of two years of post-national service experience in a sales-oriented role, ideally within the retail industry.

Self-assured and driven by personal initiative, the ideal candidate approaches tasks with unwavering confidence and a proactive mindset.

A strong ability to persuade and drive sales is essential, with a proven track record of effectively communicating product or service benefits and closing deals. The role demands exceptional interpersonal skills to build rapport with clients, identify their needs, and present tailored solutions that encourage conversion. Candidates must demonstrate confidence in handling objections, negotiating terms, and maintaining a results-oriented approach to meet and exceed sales targets.

Deliver compelling presentations with clarity and professionalism, adapting content and delivery to engage diverse audiences effectively.

A collaborative professional who actively engages with colleagues across departments to achieve shared goals and enhance team effectiveness.

Demonstrates strong interpersonal skills with a proven ability to develop and sustain meaningful professional connections. Capable of fostering trust, collaboration, and long-term partnerships while maintaining a positive and professional demeanor in all interactions.

Demonstrates strong proficiency in both oral and written communication skills, ensuring clarity and precision in all professional interactions and correspondence.

Proficient analytical capabilities are essential to evaluate complex data, identify trends, and derive actionable insights for strategic decision-making. Candidates must demonstrate a strong capacity to interpret information, assess risks, and solve problems methodically while maintaining attention to detail and accuracy. The role requires the ability to dissect multifaceted issues, synthesize findings, and present well-reasoned conclusions to stakeholders across various levels of the organization. Experience in using analytical tools, methodologies, or frameworks to support evidence-based reasoning is highly desirable.

• Planning and Time Management

Proven expertise in utilizing Microsoft Excel, Word, and PowerPoint is essential.

A valid driver’s license and a minimum of two years of driving experience are required.

Should you wish to submit an application, kindly send your resume and a cover letter outlining your qualifications and interest in the position to the specified email address by the deadline indicated in the job posting. Ensure all documents are attached and labeled clearly with your full name and the job title. For any inquiries regarding the application process, feel free to contact the hiring manager directly using the contact details provided. Only complete applications received by the closing date will be considered.

We welcome applications from qualified candidates who meet the specified criteria. Submit your resume, cover letter, and any relevant documentation through the designated application portal or as instructed in the posting. Ensure all materials are clear, concise, and tailored to highlight your qualifications for this role. Be prepared to provide additional information or participate in further assessment stages as part of the selection process.

Qualified candidates are encouraged to submit their applications through the designated portal at https://a.peoplehum.com/rz9us.

Qualifications

Bachelor’s Degree

Experience Required

2 years

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