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Qualified candidates should send their CV and other relevant details to: recruitmentafricanalliance@gmail.com
Job Title ➝ Financial Advisor
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.
Application Closing Date
28th February, 2023.
Method of Application
Interested and qualified candidates should send their CV to: recruitmentafricanalliance@gmail.com using the Job Title as the subject of the email.
Job Disclaimer:
jobsgivers.com is only a job portal where this job vacancy was advertised. We (jobsgivers.com) are neither African Alliance PLC nor in any way affiliated to them, hence any further inquiries about this job should be directed to the recruiting company.
