• Application Deadline: Tue, 28 Feb 2023 00:00:00 GMT
• Position: Financial Advisor


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 1 - 2 years


• Location Lagos


• Job Field Finance / Accounting / Audit 
  

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


• Proficient in 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.

Salary

N140,000 - N170,000 monthly.