SEC REGULATED INVESTMENT ADVISOR

Job description

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:

1. A Bachelors degree is any subject is essential.
2. You must possess the Investment Advisor and Stockbroker qualification and be a member of the Capital Markets Association.
3. Articulate in both spoken and written English.
4. You need to be able to persuade us that you have the (a) existing HNW network and (b) character type that suits the role.
5. You must have relevant sales experience. Excellent backgrounds would be bank private client sales or high-level insurance sales
6. 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.