About the job<\/p>\n
YOUR NATURAL FIRE & STEEL IS MONEY \u2013 TO REACH NOT JUST YOUR CLIENTS\u2019 INVESTING TARGETS, BUT YOUR OWN<\/p>\n
Job Summary:
\nFull-time only. We are looking for truly motivated, serious financial services sales professionals, with sales experience\u00a0that can be proven.
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\nTHIS IS NOT A JOB FOR ACCOUNTANTS BUT FOR SALES PROFESSIONALS.
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\nInterviews will be in the\u00a0last week of April and first week of May 2026, with training to follow.
\nJob market analysis<\/p>\n
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\nFace-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.
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\nKey Responsibilities:
\n\u2013 Network and prospect to create sales opportunities for yourself from Zambian Upper Middle to High Net Worth levels.
\n\u2013 Present and sell the appropriate hard currency insurance and investment solutions to these individuals.<\/p>\n
\u2013 Maintain excellent client relations to retain business and maximize your chances of referrals.
\n\u2013 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 will be written for you and signed off by one of Caravel\u2019s regulated Investment Advisors.
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\nRequirements:
\nA Bachelors degree is any subject is essential.<\/p>\n
You need to be able to persuade us that you have the (a) existing HNW network and (b) character type that suits the role.\u00a0Excellent backgrounds would be private client sales from a bank or high-level insurance sales, but these are just examples.
\nYou 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\u00a0commission only and hard work.
\nYou will be self-funded until you have built your sales pipeline. This will take from three to four months.
\n3) We will provide all the training you need, 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\u00a0must naturally be there.<\/p>\n
4) You must have your own laptop. If you have your own transport it will be an advantage.
\nAfter training, you will have a three-month Probation Period with the initial status of\u00a0Associate Wealth Manager. When you have the IASB certificate, you can become a full-time regulated Investment Advisor or remain if you wish at Associate level.
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