ASSOCIATE ADVISOR

Job description

YOUR NATURAL FIRE & STEEL IS MONEY – TO REACH NOT JUST YOUR CLIENTS’ INVESTING TARGETS, BUT YOUR OWN Job Summary: We are looking for very highly motivated financial services salesmen and women, preferably with successful offshore sales experience, but if not, with sales experience that can be proven . Interviews will be in the second week of MAY 2026 , with training to follow. Face-to-face financial services sales experience is a MUST. If you are a SEC-regulated offshore investment advisor right now, we particularly want to hear from you. Key Responsibilities: – Network and prospect to create sales opportunities for yourself from Zambian Upper Middle to High Net Worth levels. – Present and sell the appropriate hard currency insurance 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 products and services ethically and professionally at all times, understanding that all formal written investment advice is to be given and signed off by one of Caravel’s regulated Advisors. Requirements: A Bachelors degree is any subject is highly preferable. You already hold the Investment Advisor & Stockbroker qualification from ZCPIT OR you are currently studying for it OR genuinely intend studying for it in the future. You need to be able to persuade us that you have the (a) existing HNW network and (b) character type that suits the role. Excellent backgrounds would be bank manager or high-level insurance sales, but these are just examples. You should possess a hunger for material success within a regulated compliant and moral framework. This is a job for financial services hunters, not salarymen or shop-keepers. You are not scared by the prospect of high income earned by commission only and hard work. 3) We will provide all the training and on-going professional development support (including later study for Chartered Institute of Securities & Investment in London qualifications to Level III), but we cannot put into you the necessary fire and steel that must be there . 4) 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 status of Associate Advisor . When you have the IASB certificate, you can become a full-time regulated Investment Advisor or remain if you wish at Associate level.