Financial Planner

Company Description Pinnacle Life Insurance is dedicated to helping individuals and families build and protect their dreams, focusing on long-term financial security and peace of mind. Over the years, the company has continually evolved, innovated, and improved its offerings to better serve customers’ changing needs. Pinnacle Life Insurance emphasizes personalized service, delivering solutions that support both financial stability and quality of life. The organization is committed to creating positive experiences for clients and providing more reasons for them to feel confident about their financial future.

Role Description The Financial Planner will provide comprehensive financial guidance to clients, including assessing financial goals, analyzing current financial situations, and developing tailored financial plans. Day-to-day responsibilities include conducting client consultations, preparing and presenting life insurance solutions, and advising on income protection, wealth creation, Redundancy, and retirement planning. The role involves prospecting or lead generation, income and needs analysis, life insurance solution presentation and ensuring compliance with relevant company policies. This is a full-time, on-site role based in Accra, requiring regular collaboration with colleagues and clients to deliver high-quality financial planning services.

Qualifications

Candidates should have the ability to work in a team, be selfless and proactive on the field to help client understand the need for life insurance Candidates should possess basic knowledge in life insurance to analyze data, interpret market trends, and recommend suitable products. Candidates should possess excellent communication and interpersonal skills to explain LIFE INSURANCE concepts clearly and build lasting client relationships. Candidates should possess strong analytical and problem-solving abilities, with attention to detail and high ethical standards. Relevant bachelor’s degree, Diploma, HND, WASSCE or a related field; prior experience in financial advisory or insurance is an advantage. Ability to work on-site in Accra, manage multiple client engagements, and use financial planning software and productivity tools effectively.

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