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Home Jobs Various Locations Financial Sales and Planning Specialists

Financial Sales and Planning Specialists

Pinnacle Life Insurance Company Limited  · Insurance

Full Time Various Locations
Various Locations
GH
Deadline: 25 June 2026
Posted June 8, 2026

We seek a skilled professional to oversee daily operations, ensuring alignment with company objectives and compliance with established policies. The role demands extensive experience in project management, exceptional analytical skills, and proficiency in industry-specific software. Key responsibilities include coordinating team efforts, optimizing workflows, and delivering high-quality results within strict deadlines. Candidates must possess strong leadership abilities, effective communication skills, and a proven track record of success in a fast-paced environment. A bachelor’s degree in a relevant field is required, and additional certifications are a plus. The ideal applicant will demonstrate adaptability, problem-solving acumen, and a commitment to continuous improvement.

Pinnacle Done well Life Insurance Company is actively seeking qualified candidates for the roles of Team Leaders, Financial Planners, Corporate Lead Generators (CLGs), and Sales Executives to join its Retail, Micro, and Corporate Insurance departments. Specifically, there are openings for Team Leaders and Sales Executives at the newly established Kong branch, located within the Egomania District Council Office complex, as well as for the Micro Insurance Unit across multiple branches, including Accra Central, Team, Achiote, Kasia, Kong, Kumasi, Bunyan, Jaborandi, Technical, and Tamale. Applicants must meet the outlined qualifications, possess relevant experience, and be prepared to fulfill the specified responsibilities and remuneration criteria.

Bachelor’s degree in Computer Science, Engineering, or a related field is mandatory. Proven experience in software development, with a strong proficiency in programming languages such as Java, Python, or C++. Familiarity with database management systems like MySQL or PostgreSQL is essential. Knowledge of web development frameworks (e.g., Django, React, or Angular) is required. Experience with cloud platforms (AWS, Azure, or GCP) is highly desirable. Strong problem-solving skills and the ability to work collaboratively in a team environment are necessary. Excellent communication skills for articulating technical concepts to non-technical stakeholders are also required.

A Sales Executive is responsible for identifying new business opportunities and promoting the company’s Micro Life insurance policies. This role requires candidates to meet the following qualifications:

We seek a highly motivated Sales Executive to drive revenue growth and expand our client base. The ideal candidate will possess a proven track record in sales, with at least three years of experience in a similar role. Strong interpersonal and communication skills are essential, along with the ability to build and maintain lasting business relationships. The position requires proficiency in CRM software, excellent negotiation abilities, and a results-driven mindset. Responsibilities include identifying new business opportunities, meeting and exceeding sales targets, and collaborating with cross-functional teams to ensure customer satisfaction. A bachelor’s degree in business administration, marketing, or a related field is preferred, though equivalent experience may be considered.

A Financial Planner or Sales Executive should hold at least a Senior Secondary School Certificate Examination (SSS CE) certificate, a Senior High School (SHS) certificate, Ordinary or Advanced Level certificates, a Diploma, or a Higher National Diploma (HND).

Seeking candidates with a background in financial planning and sales leadership to join our team as Financial Planners Sales Executives. This role requires proven experience in financial advisory, client relationship management, and a strong track record in driving sales growth. Responsibilities include developing tailored financial strategies, cultivating long-term client partnerships, and consistently meeting or exceeding sales targets. Ideal candidates will possess excellent communication skills, a deep understanding of financial products, and the ability to analyze market trends to identify business opportunities.

Professional candidates, whether experienced in sales or not, are required to exhibit the following essential qualities.

We are seeking a motivated Financial Planners Sales Executive to join our team. This role involves providing expert financial planning advice and promoting our suite of financial products to clients. The ideal candidate should possess strong interpersonal skills, a solid understanding of financial markets, and a proven track record in sales. Responsibilities include assessing clients’ financial needs, developing tailored financial plans, and achieving sales targets. A bachelor’s degree in finance, economics, or a related field is required, along with relevant certifications such as CFP or CFA being advantageous. The candidate must demonstrate exceptional communication abilities, analytical thinking, and a commitment to ethical practices in financial advising.

The competitive compensation and benefits packages offered to qualified applicants include the following components:

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

Attractive compensation, disbursed on a monthly basis, is provided for this position.

Responsible for evaluating and processing applications for phone credit, ensuring all necessary documentation is accurately reviewed and verified. Analyzes creditworthiness by assessing financial history, income stability, and payment behavior to determine eligibility. Collaborates with underwriting teams to make informed decisions while adhering to company policies and regulatory guidelines. Maintains detailed records of all transactions and decisions for auditing and compliance purposes. Communicates approvals, denials, or additional requirements clearly and professionally to applicants.

• Overrider

Annual sales promotions include trips to Dubai, with coverage provided by Group Life insurance.

Demonstrates exceptional dedication and a strong work ethic, consistently going above and beyond to meet and exceed performance expectations.

A highly proactive individual who thrives in dynamic environments, demonstrating the ability to work independently with minimal supervision while maintaining a strong focus on achieving goals.

We seek a highly driven individual eager to tackle significant challenges and achieve ambitious goals, with a strong commitment to continuous growth and excellence.

• Result-Oriented

We prioritize integrity above all else and seek individuals who demonstrate unwavering honesty in every aspect of their work. Candidates must uphold ethical standards and maintain transparency in their actions and communications. This role demands a commitment to truthfulness, as we value trust as a cornerstone of our organizational culture.

The role includes the provision of allowances as specified by company policy, ensuring compliance with applicable labor regulations and internal guidelines. Employees may receive additional financial support for meals, transportation, or other approved expenses, subject to verification and approval processes. These allowances are designed to enhance the overall compensation package and support staff well-being while maintaining transparency and fairness in disbursement.

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

We are in search of a highly motivated Mobile Phone Promos professional to join our dynamic team, responsible for executing innovative promotional campaigns that drive customer engagement and boost sales. The ideal candidate will possess a strong background in marketing, with a proven ability to design, implement, and oversee mobile phone promotion strategies across various digital and traditional channels. Key responsibilities include analyzing market trends, developing compelling promotional content, coordinating with cross-functional teams to ensure seamless execution, and measuring campaign performance to optimize future initiatives. Requires proficiency in digital marketing tools, exceptional communication skills, and a results-driven mindset to meet aggressive sales targets.

A commission-based remuneration structure is offered at 10% of annual sales, providing a significant incentive for performance-driven results.

We provide comprehensive health insurance coverage as part of your benefits package. This includes medical, dental, and vision insurance options to ensure you have access to quality healthcare for you and your dependents. The plans are designed to offer flexibility, allowing you to choose the coverage that best suits your needs.

Group life insurance protection against accidents provides financial security to employees and their families in the event of an unexpected death caused by an accident. This benefit ensures a lump-sum payment to designated beneficiaries, helping to cover funeral expenses, outstanding debts, and other financial obligations. Employers often offer this coverage as part of a comprehensive benefits package to attract and retain talent while demonstrating a commitment to employee well-being. Typically, the policy includes accidental death benefits, which may be supplemented by additional riders for enhanced protection, such as dismemberment or disability coverage. Eligibility is generally based on employment status, and the coverage amount is often a multiple of the employee’s salary, offering a straightforward and valuable safeguard against unforeseen circumstances.

A smartphone compatible with the required applications and systems is essential for performing the duties of this role.

• Located in Accra Central, this role demands a proactive approach to managing client relationships and delivering exceptional service excellence.

• Kasoa

• Tema

• Kpong

• Achimota

Koforidua, situated in Ghana, serves as the capital of the Eastern Region and is recognized for its vibrant markets, including the bustling Koforidua Central Market. The city plays a pivotal role in the region’s commerce and agriculture, particularly in the trade of cocoa and other agricultural products. With a population exceeding 130,000, Koforidua is known for its rich cultural heritage, educational institutions, and as a hub for transportation and commerce in the Volta Basin. The city boasts several notable landmarks, such as the Abi rim Dense Shrine and the ODAS Kwanza Forest Reserve, enhancing its appeal as both a commercial and cultural center.

We are seeking a highly motivated and skilled individual to join our team in Kumasi as a [Job Title]. The ideal candidate will possess [X years] of relevant experience in [specific field or industry] and hold a degree in [relevant field], or an equivalent combination of education and work experience. Proficiency in [specific software, tools, or languages] is essential, along with strong analytical, problem-solving, and communication skills. Responsibilities include [list key duties, e.g., managing projects, conducting market research, overseeing operations, etc.]. The ability to work independently, collaborate effectively in a team, and adapt to changing priorities is crucial. Fluency in [languages, if applicable] and a commitment to continuous learning are also required.

• Sunyani

Tamale is currently seeking a dynamic Sales Associate to join our team, ensuring exceptional customer service to drive store sales and enhance customer satisfaction. The ideal candidate will possess a passion for fashion and a strong aptitude for driving revenue, with at least one year of previous retail experience. Key responsibilities include managing inventory, meeting daily sales targets, maintaining store standards, and collaborating with the team to achieve business objectives. Additional duties involve processing transactions, providing product recommendations, and contributing to a positive shopping experience. Proficiency in basic computer skills and familiarity with point-of-sale systems are required.

• Takoradi

• Techiman

We welcome interested applicants to submit their materials for consideration. Please ensure your application includes a comprehensive resume, a cover letter outlining your qualifications, and any relevant certifications. You may apply by sending these documents to the provided email address or through the online application portal. Be sure to include the job title in the subject line to facilitate processing. The deadline for submissions is [insert deadline], and late applications will not be accepted.

To submit your application, please follow the specified instructions outlined below. Ensure all required documents and information are included with your submission to facilitate the review process. Be sure to adhere to the stated deadlines and provide any additional materials requested by the hiring team. Only complete applications will be considered for further evaluation.

We invite you to submit your application letter and résumé for consideration. Please forward your documents to the designated contact address provided below.

We’re seeking a detail-oriented individual to manage email correspondence effectively. The ideal candidate will oversee the inbox at [email protected], ensuring prompt responses to inquiries while maintaining professional communication standards. Proficiency in email etiquette and organizational skills is essential, as the role involves filtering, prioritizing, and addressing messages efficiently. Familiarity with email management tools and systems is a plus.

To obtain the official recruitment email address, please reach out to Eunice via the following contact numbers: 0534665388, 0501451400, or 0246571601.

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

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

Qualifications

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

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