Financial Adviser
Duties and Responsibilities
- Understand clients’ financial needs
- Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
- Answer clients’ questions and address concerns
- Give advice to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
- Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
- Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
- Manages clients accounts and files.
Requirements
- Bachelor’s Degree, HND / NCE in related field.
- 1-2 years of experience as a customer service in insurance firm or similar role
- Life and health license
- Knowledge of securities and insurance industries
- Proficiencyin Microsoft Word, Excel, Outlook and PowerPoint
- Sense of ownership and pride in your performance and its impact on company’s success
- Critical thinker and problem-solving skills
- Team player
- Good time-management skills.
- Great interpersonal and communication skills
- Knowledge of insurance policies and operation
- Must be residing in Lagos State Nigeria.
Method of Application
Interested and qualified candidates should send their CV to: [email protected] using the Job Title as the subject of the email.
Leave a Comment