We are looking to hire a suitable candidate to fill this position
- Minimum Qualification:OND
- Experience Level:Entry level
- Experience Length:1 year
- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
- Answering client questions about financial plans and strategies and giving financial advice.
- Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
- Review client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
- Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
- Implementing financial plans or referring clients to professionals who can help them.
- Managing and updating client portfolios.
- Contacting clients regularly to discover changes in their financial status.
- Building and maintaining your client base.
- Either an OND or HND in business, finance, or related fields.
- 1 year of experience.
- Knowledge of mutual funds, securities, and insurance industries.
- Experience providing quality financial advice.
Remuneration: NGN 30,000 and 20% on every transaction as commission
Important Safety Tips
- Do not make any payment without confirming with the Jobberman Customer Support Team.
- If you think this advert is not genuine, please report it via the Report Job link below.