Senior Financial Advisor/Planner

CONSOLIDATED HALLMARK PLC

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Consolidated Hallmark Insurance (CHI) Plc is a leading general business insurance company determined to change the way Nigerians see insurance Financial Advisor/Planner are needed to meet the needs of prospective clients. 

We have got you covered from motor insurance to gadget insurance, home insurance to business insurance and everything in between.

We do what we do so well, our customers bring their friends and we are committed to serving you.

A career at CHI Plc is about more than premium and statistics. 

Because with every lead we close, every customer we help and every project we complete, we are helping change the way Nigerians view insurance by preserving wealth and reducing anxiety. 

We are a technology company, a company sustained on integrity and a company of Professionals. People making real change, making changes and sharing in our progress. And it starts with YOU.

Join us now!

 

Job Brief:

  • We are looking for a financial adviser to act as an intermediary between our company and customers. You will provide our clients financial guidance and make recommendations on how to best utilize their money.

Job Description:

  • Assess client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Cultivate client base and build win-win relationships
  • Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
  • Keep abreast of new industry’s trends and research market to back up financial consulting
  • Oversee the course of the financial plan and update it, if necessary, to ensure profits
  • Comply with all industry rules and regulations.

Job Requirement:

  • Strong communication, negotiation and presentation skills
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply
  • Excellent PC knowledge and ability to operate database systems.