Exciting Career Opportunity at Petra

POSITION:  Financial Sales Advisor

Petra is seeking a Financial Sales Advisor to join our team. If you have a valid driver’s license with at least two years of driving experience and strong analytical, planning, and time management skills, this role offers the opportunity to conduct financial need analysis, present innovative products, review customer portfolios, conduct competitor analysis, and achieve sales targets.

Why Petra

Petra offers top notch fund administration services, financial advisory services, corporate trustee services, and workplace benefits related services to individuals and institutions. We empower clients to make the best choices for their desired financial future. As a Financial Sales Advisor, you will not simply sell products; you will partner with clients to achieve their dreams, demonstrating exceptional product knowledge and offering tailor made financial solutions. Your ability to build a pool of customers, submit daily and weekly reports, and identify revenue growth opportunities will directly impact client success and company growth.

Your Mission

You will take responsibility for conducting financial need analysis to develop and implement customized financial plans that achieve customers’ financial goals. Your role includes achieving targets through effective planning and time management, proactively building and maintaining a pool of customers by presenting innovative products and providing professional advisory services, submitting daily and weekly reports, identifying key opportunities for revenue growth, supporting customers through the decision making process, regularly reviewing customer portfolios to determine if life changes or economic changes indicate a need for plan reassessment, and conducting competitor analysis.

Key Responsibilities

Your role spans financial planning, target achievement, customer acquisition, reporting, revenue growth, customer support, portfolio review, and competitor analysis. Here is what you will tackle:

Financial Planning

• You will conduct financial need analysis to develop and implement a customized financial plan that achieves customers’ financial goals.
• Matching products to client needs based on their current and future circumstances.

Target Achievement

• You will achieve targets through effective planning and time management.
• Breaking down annual targets into monthly and weekly activities.

Customer Acquisition

• You will proactively build and maintain a pool of customers by presenting innovative products and providing professional financial advisory services.
• Networking, cold calling, and leveraging referrals.

Reporting

• You will submit daily and weekly reports, tracking activities, leads, and conversions.
• Providing management with accurate sales data.

Revenue Growth

• You will identify key opportunities for revenue growth, upselling and cross selling to existing customers.
• Spotting market trends that create new sales opportunities.

Customer Support

• You will support and guide customers through the decision making process by displaying exceptional product knowledge and customer centeredness.
• Answering questions and addressing concerns without pressure.

Portfolio Review

• You will regularly review customer portfolios and accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
• Proactively reaching out to clients when circumstances change.

Competitor Analysis

• You will conduct competitor analysis, understanding their products, pricing, and positioning.
• Using insights to differentiate Petra’s offerings.

What You Bring to the Role

Qualifications & Experience

• A first degree in Business Administration, Accounting, Marketing, Economics, or a related field.
• A minimum of two years of post national service work experience in sales, preferably in the retail space.

Must Have Skills

• Self confidence and self motivation to handle rejection and keep selling.
• Selling and persuasiveness to convert prospects into customers.
• Presentation skills to explain financial products clearly.
• Team player mentality to collaborate with colleagues.
• Ability to build and nurture relationships for long term client retention.
• Verbal and written communication skills for reports and client interactions.
• Analytical skills to assess financial needs and competitor strategies.
• Planning and time management skills to balance prospecting, meetings, and reporting.
• Proficiency in Excel, MS Word, and PowerPoint for reports and presentations.
• A valid driver’s license with at least two years of driving experience for client meetings.

Why This Role Suits You

• Financial Impact: You will help clients achieve their financial dreams through customized planning.
• Relationship Building: You will nurture long term client relationships, not just transactional sales.
• Portfolio Review Responsibility: You will proactively reassess client portfolios when life or economic changes occur.
• Competitive Analysis: You will study competitors and differentiate Petra’s offerings.

Key Details to Remember

• Role: Financial Sales Advisor
• Company: Petra
• Services: Fund administration, financial advisory, corporate trustee, workplace benefits
• Experience Required: Minimum 2 years post national service sales experience, retail preferred
• Education Required: First degree in Business Administration, Accounting, Marketing, Economics, or related field
• Key Skills: Self confidence, selling, presentation, relationship building, communication, analytical, planning, Excel, MS Word, PowerPoint
• Driver’s License: Valid license with at least 2 years driving experience

How to Apply for this Career Opportunity at Petra

If you possess the qualifications and drive to excel as a Financial Sales Advisor, we want to hear from you. Follow these steps to submit your application:

1. Prepare your updated Curriculum Vitae highlighting your sales experience, educational background, and driver’s license.
2. Ensure your CV reflects your proficiency in Excel, MS Word, and PowerPoint.
3. Apply via the online application link: 

Click Here to Apply

Closing Date: 19th June 2026

NOTE: 

Please be aware that employers typically receive a high volume of applications for each position and will only shortlist the most qualified candidates. Please note that NewsNowGh.com is not involved in the employer’s recruitment decisions and does not guarantee that applicants will be shortlisted or selected for any role.

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