Insurance Advisor

Responsibilities:

• 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.

Requirements:

• Minimum academic qualification of OND/ HND in business, finance, or related fields.
• 1 year of sales experience
• Knowledge of mutual funds and insurance industries.
• Proficient in Word, Excel, Outlook, and PowerPoint.
• Comfortable using a computer for various tasks.
• Experience providing quality financial advice.

Location: Lagos

Remuneration: NGN 50,000

• Other benefits include a Commission