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Financial Consultant

SPECTRUM CREDIT Lusaka

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Employer reference

Employer and vacancy source: SPECTRUM CREDIT

Zambia Job Alerts publishes the vacancy details and application instructions for this listing. Use the employer details, deadline and application section below to verify the opportunity before applying.

  • EmployerSPECTRUM CREDIT
  • LocationLusaka
  • Employer websitezambiajobalerts.com
  • Application methodEmail application
  • Listing sourceZambia Job Alerts
Job facts

Key details for this vacancy

Employer
SPECTRUM CREDIT
Location
Lusaka
Posted
August 16, 2026
Job type
Consultancy
Category
Other
Application method
Email application
  • Consultancy
  • Lusaka

Website SPECTRUM CREDIT

Job description

Job Title:Financial Consultant

Location: Woodlands Lusaka, Zambia.

Employment Type: Full-Time.

Role Summary

We are seeking a results-driven Financial Consultant to advise clients on suitable financial solutions and drive sales of microfinance products. The role focuses on client acquisition, financial needs analysis, and long-term relationship management while meeting individual and team performance targets.

Key Responsibilities

● Prospect, acquire, and onboard new clients through field, digital, and referral channels.

● Conduct financial needs assessments and recommend appropriate products including life cover, funeral plans, education plans, and savings solutions.

● Explain product features, benefits, terms, and premiums clearly and ethically.

● Assist clients with applications, documentation, and onboarding processes.

● Maintain accurate client records and follow up on leads, renewals, and policy servicing.

● Meet or exceed monthly sales and activity targets.

● Build and maintain strong, long-term client relationships.

● Stay up to date with product offerings, regulatory requirements, and market trends.

● Collaborate with team leaders and support functions to improve performance.

Minimum Requirements

● Grade 12 certificate.

● Diploma or Degree in Business, Finance, Economics, Insurance or a related field.

● Previous experience in sales, insurance, banking or financial services is an advantage.

● Strong communication, negotiation and interpersonal skills.

● Self-motivated with the ability to work independently and in the field.

●Basic computer literacy and familiarity with mobile/digital tools.

●High level of integrity and customer focus.

Key Competencies

● Sales and client relationship management

● Financial needs analysis

● Goal-oriented and resilient

● Professional presentation and communication

● Time management and planning

Compensation & Benefits

● Attractive commission structure with performance incentives

● Training and professional development

● Career growth opportunities within financial services

How to Apply

Interested candidates should submit their CV, Results, a brief Cover Letter relevant experience and motivation for the role via email at mubemba98@gmail.com

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