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Home Jobs Various Locations Financial Sales and Planning Consultants

Financial Sales and Planning Consultants

Pinnacle Life Insurance Company Limited  · Insurance

Full Time Various Locations
Various Locations
GH
Deadline: 25 June 2026
Posted June 13, 2026

We are seeking a motivated and skilled individual to join our dynamic team in the capacity of [Job Title]. The ideal candidate will possess a [specific degree or certification, if applicable], complemented by [X years] of relevant professional experience within the [industry/field]. Proficiency in [specific software, tools, or technical skills] is essential, along with strong analytical, problem-solving, and communication abilities.

Key responsibilities include [responsibility 1], [responsibility 2], and [responsibility 3], with a focus on delivering high-quality results while adhering to [company standards, deadlines, or regulatory requirements]. The role demands meticulous attention to detail, the capacity to work both independently and collaboratively, and a commitment to continuous improvement and innovation.

Pinnacle Done well Life Insurance Company is actively seeking qualified candidates for Team Leader, Financial Planner, Corporate Lead Generator (CLG), and Sales Executive positions across its Retail, Micro, and Corporate Insurance departments. The vacancies are open for the newly established Kong branch, situated within the Egomania District Council Office Complex, as well as for Team Leaders and Sales Executives in the Micro Insurance Unit at the following branches: Accra Central, Team, Achiote, Kasia, Kong Unit, Kumasi, Bunyan, Jaborandi, Technical, and Tamale. Applicants must meet the specified qualifications, possess relevant experience, and align with the company’s remuneration guidelines.

REQUIRED SKILLS:

As a Sales Executive, you will be responsible for identifying prospective clients and promoting the company’s Micro Life insurance policies. To excel in this role, you must meet the following criteria:

We are seeking a highly motivated Sales Executive to join our dynamic team. The ideal candidate will possess a proven track record in sales, with a minimum of three years of experience in a similar role. A strong understanding of sales strategies and techniques, along with excellent communication and negotiation skills, is essential. The ability to build and maintain client relationships, as well as meet and exceed sales targets, is crucial. A bachelor’s degree in business, marketing, or a related field is preferred. Proficiency in CRM software and Microsoft Office Suite is required. The candidate should be self-driven, results-oriented, and capable of thriving in a fast-paced environment.

A Financial Planner or Sales Executive should hold, at minimum, an S.S.S.C.E certificate, SHS, O’ Levels, A’ Levels, a Diploma, or an H.N.D qualification.

Seasoned professionals with a proven track record in financial planning and sales are sought for the role of Financial Planner Sales Executive. Candidates should possess extensive experience in developing and implementing strategic sales initiatives, cultivating and maintaining robust client relationships, and delivering tailored financial solutions to meet diverse client needs. Proficiency in financial analysis, regulatory compliance, and proficiency with CRM software is essential. The ideal candidate will demonstrate exceptional communication skills, a results-driven mindset, and the ability to thrive in a fast-paced, competitive environment. Responsibilities include identifying and pursuing new business opportunities, conducting comprehensive financial assessments, and ensuring adherence to industry standards and organizational policies.

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

We are seeking a motivated Financial Planners Sales Executive to join our team, offering a competitive remuneration package commensurate with experience and performance. The ideal candidate will possess a strong background in financial planning, exceptional sales acumen, and a proven ability to build and maintain client relationships. Key responsibilities include developing tailored financial strategies, identifying client needs, and closing high-value deals to drive revenue growth. Proficiency in financial analysis, regulatory compliance, and client consultation is essential, along with outstanding communication and negotiation skills. A relevant degree or certification in finance, business, or a related field is required, and prior experience in a sales-driven financial planning role is highly preferred.

Competitive incentive packages are available to attract qualified candidates for this position.

Current openings are available for the positions of Team Leader and Sales Executive across our designated office locations.

Competitive monthly compensation is provided, along with a comprehensive benefits package tailored to support work-life balance and professional growth.

• Administers credit for mobile devices by evaluating customer eligibility and processing necessary documentation to ensure accurate and timely credit allocation.

Overrides are responsible for ensuring that all system modifications and updates are implemented accurately and securely, mitigating risks associated with unauthorized or improper changes. This role requires a deep understanding of system configurations, compliance standards, and change management protocols to maintain operational integrity. Key responsibilities include reviewing and approving change requests, validating override actions, and documenting all modifications for audit purposes. Candidates must possess technical expertise in relevant systems, strong analytical skills, and a commitment to maintaining high security and compliance standards.

• Responsible for organizing annual sales promotions aimed at Dubai Group Life Insurance coverage.

Demonstrates exceptional dedication and a relentless work ethic in all assigned tasks, consistently going above and beyond to meet or exceed performance expectations.

A proactive individual with a strong drive to achieve goals independently, consistently demonstrating initiative and a willingness to take ownership of tasks without requiring constant supervision or direction.

We are seeking a highly driven and results-oriented professional to join our dynamic team, where ambition and a commitment to excellence are essential for success. The ideal candidate will bring a strong desire to achieve ambitious goals, continuously seek opportunities for growth, and demonstrate unwavering dedication to delivering outstanding results. This role demands a proactive mindset, the ability to tackle challenges with determination, and a relentless pursuit of innovation to drive impactful outcomes.

Delivers measurable outcomes consistently. Prioritizes objectives with a focus on achieving tangible results. Drives performance through structured planning and execution.

We are seeking an individual of the utmost integrity and transparency. The ideal candidate must demonstrate unwavering honesty in all professional interactions and adhere strictly to ethical standards. This role requires a steadfast commitment to truthfulness in reporting, decision-making, and communication. Candidates should possess strong moral principles and a reputation for reliability in both personal and professional contexts.

A competitive package of allowances is provided, including travel reimbursement, housing support, and meal stipends, designed to ease relocation and daily living expenses. Eligibility for these benefits depends on role-specific criteria and assignment location. Employees must meet performance standards to qualify for annual review and potential adjustment of allowances. Detailed terms and conditions are outlined in the employment contract.

Earn a competitive monthly sales commission of GHC 450 for surpassing budgeted targets and an additional GHC 200 for meeting the minimum sales quota.

A Mobile Phone Promos team member is responsible for designing and executing promotional campaigns aimed at enhancing customer engagement and boosting sales. The role requires a strong understanding of mobile technology trends, consumer behavior, and marketing strategies. Key responsibilities include developing promotional content, analyzing campaign performance, collaborating with cross-functional teams, and ensuring alignment with company objectives. Applicants should possess prior experience in marketing or promotions, proficiency in digital tools, and excellent communication skills to effectively engage with customers and stakeholders.

A commission of 10% is offered, with an annual sales promotion structure in place.

We provide comprehensive health insurance coverage as part of our employee benefits package, ensuring access to medical services and financial protection against healthcare expenses for you and your eligible dependents.

The position offers group life insurance coverage designed to safeguard employees in the event of accidental occurrences.

A smartphone capable of supporting the necessary applications and connectivity for the role is required.

Accra Central serves as the primary hub for the company’s operations, strategically positioned in the heart of Accra to facilitate seamless business activities. The location is tasked with overseeing daily administrative functions, ensuring compliance with company policies, and maintaining efficient workflows. Employees at this site are expected to exhibit strong organizational skills, adaptability to dynamic environments, and a commitment to upholding high professional standards. Additionally, the team is responsible for coordinating with other departments to optimize processes, address operational challenges, and support the organization’s strategic objectives.

• Kasoa

• Tema

• Kpong

• Achimota

Koforidua, the administrative capital of Ghana’s Eastern Region, is a vibrant urban center known for its bustling markets, historic landmarks, and growing infrastructure. The city serves as a crucial hub for commerce, education, and healthcare, with key institutions such as the Koforidua Technical University and the Eastern Regional Hospital driving development. Its strategic location along major transport routes enhances connectivity to Accra and other major cities, while its cultural festivals and local industries, including textiles and agriculture, underscore its economic significance. With a population exceeding 150,000, Koforidua balances modernity with tradition, offering a dynamic environment for residents and businesses alike.

Kumasi, a vibrant city in Ghana renowned for its rich cultural heritage and bustling markets, seeks a dynamic individual to support its growing tourism sector. The ideal candidate will possess a Bachelor’s degree in Hospitality Management, Tourism, or a related field, along with a minimum of three years of experience in tourism operations or customer service. Fluency in English and a local Ghanaian language is essential, while additional proficiency in French or Spanish would be advantageous. Responsibilities include promoting local attractions, coordinating tour packages, managing guest inquiries, and ensuring exceptional visitor experiences. Strong interpersonal skills, organizational ability, and a passion for cultural exchange are paramount for success in this role.

• Sunyani

We are currently seeking a skilled professional to fill the role of Tamale. The ideal candidate will possess a proven track record in this specialized position, requiring expertise in both traditional and modern techniques associated with the preparation and presentation of tamales. Responsibilities include sourcing high-quality ingredients, adhering to authentic recipes, and ensuring consistency in taste and texture across all batches. Additionally, the position demands meticulous attention to detail in wrapping, steaming, and final presentation, as well as maintaining a clean and organized workspace. The successful applicant will demonstrate strong time management skills to meet production deadlines and should have experience in kitchen safety and hygiene standards. Familiarity with diverse cultural variations of tamales and the ability to adapt recipes to dietary restrictions or special requests is highly desirable.

We are seeking a skilled and motivated individual to fill the Takoradi-based role, offering a dynamic opportunity to contribute within a fast-paced, collaborative environment. The successful candidate must possess strong analytical abilities and prior experience in project management, logistics coordination, or a closely related discipline to support operational efficiency and strategic initiatives. Proficiency in English is essential, while familiarity with local languages, such as Fante or Two, is considered a valuable asset for effective stakeholder engagement. A keen attention to detail, exceptional problem-solving skills, and the ability to thrive under pressure are critical for navigating the demands of this position. The role involves overseeing key processes, managing cross-functional teams, and ensuring adherence to company policies and industry regulations to drive consistent performance and sustainable growth.

• Techiman

We welcome qualified applicants to submit their materials for consideration. Interested candidates should prepare a comprehensive application package, including a resume, cover letter, and any relevant certifications or references. Applications can be submitted electronically via our careers portal or emailed to the designated hiring manager. Be sure to include a clear subject line and reference the specific job title in your submission. Only complete applications received by the stated deadline will be reviewed. We encourage candidates to tailor their materials to highlight the required qualifications and relevant experience.

To submit your application, please follow the specified process outlined below. Detailed instructions will be provided to guide you through each step, ensuring your submission is complete and considered. Ensure all required documents and information are included to avoid any delays in processing your application.

Please ensure your application letter and résumé are forwarded to the designated contact for consideration.

Email : [email protected]

For recruitment inquiries, please use the designated official email address. You may reach out to Eunice for further details via the following contact numbers: 0534665388, 0501451400, or 0246571601.

Submit your application letter addressed to Head Pastor Samuel for consideration.

All applications must be submitted by Friday, 14th August 2026.

Qualifications

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

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