YOUR NATURAL TALENT & SALES EXPERIENCE - TO REACH BOTH YOUR CLIENTS' FINANCIAL TARGETS AND YOUR OWN
Job Summary:
Much higher than average earnings potential for the right people. Full-time only. We are looking for truly motivated, serious financial services sales professionals with sales experience that can be proven.
Advisors in other African countries may apply - we are interested in talking to people in Zambia and to stand-alone Advisors elsewhere.
Interviews will be from the end of September 2026, with five days' intensive training to follow.
Face-to-face financial services sales experience is a MUST.
Key Responsibilities:
- Network, prospect & call to create sales opportunities for yourself from Zambian Upper Middle to High Net Worth levels (and from elsewhere if you have the contacts).
- Present and sell the appropriate hard currency insurance, savings and investment solutions to these individuals.
- Maintain excellent client relations to retain business and maximize your chances of referrals.
- Represent the firm and its very superior range of USD/GBP/EUR insurance, savings and investment services ethically and professionally at all times.
Requirements:
- A Bachelors degree is any subject is essential.
- You must possess the Investment Advisor and Stockbroker qualification and be a member of the Capital Markets Association.
- Articulate in both spoken and written English.
- You need to be able to persuade us that you have the (a) existing HNW network and (b) character type that suits the role.
- You must have relevant sales experience. Excellent backgrounds would be bank private client sales or high-level insurance sales
- You should possess a hunger for material success within a regulated and moral framework. This is a job for hunters, not salarymen or shop-keepers. You are not scared by the prospect of high income earned by commission only & hard work.
- We will provide all the training you need, and on-going professional development support (including later study for CISI qualifications to Level III), but we cannot put into you the necessary fire and steel that you must naturally possess.#
- You must have your own laptop. If you have your own transport it will be an advantage.
After training, you will have a three-month Probation Period with the initial status of Associate Wealth Manager. Thereafter, you will become a full-time regulated Investment Advisor or remain if you wish at Associate level.
Send your CV and a covering letter telling us why we should interview you to info@caravelpartners.africa.
