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. 

NB

Preference on candidates from financial institutions, we do have exceptions to professions like teaching (since they come with a market form TSC),Nurses, and other sales institutions i.e Medical supplies.

Salary

Retainer + Commission