Financial Advisor

Key Responsibilities and Qualities

• Financial Planning

• Manage day-to-day activities.

• Assessing clients' financial needs, goals, and risk tolerance

• Prepare monthly reports on progress made.

• Relationship building and customer satisfaction.

• Developing new businesses/Prospects to meet company targets.

• Supervise and monitor the issuance of policy sold

• Assessing clients' financial portfolios and analysing risk

Qualifications, Skills & Experience:

• A diploma in Finance, Sales, Insurance or marketing option from a recognized institution.

• Other professions like teaching, sales in medical supplies, nursing also considered

• At least 5 years of practical work experience.

• Must be at least 30 years of age or above.

• In-depth knowledge of the Financial sector

• Ability to work under pressure and meet strict deadlines.

• Excellent communication skills, highly confidential and well organized.

• Must have integrity and a high sense of ethical responsibility.

• Should be result-oriented, and a good team player with self-drive and interpersonal skills.

• Excellent written and oral communication, good organization, speed to execute work, maturity, and sense of judgment.