Financial Advisor

2 months ago


Abuja, Nigeria Prudential Zenith Life Insurance Full time

Job Description

  • A Financial Advisor is responsible for providing businesses and individuals with sound advice regarding their financial planning, investments, and insurance options.
  • Their duties include meeting with clients to establish their needs and onboarding them into the company through giving them investment/insurance plans that suit their specific needs.

Responsibilities

  • Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
  • Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
  • Securing and establishing progressive savings accounts
  • Performing market research to stay current with financial trends
  • Preparing financial documents, such as income projections and investment reports
  • Maintaining compliance with all rules and regulations in the financial industry
  • Identifying and pursuing potential clients to maintain a strong client base

Experience

  • Candidates should possess 0 - 3 years of work experience.

Skills:

  • In-depth understanding of employer, industry and federal regulations guiding the financial industry space.
  • Knowledge of financial options, including investments, savings accountsoptions
  • Proficiency with word processing, spreadsheet and power point.
  • Thinking skills and the ability to assess clients’ needs
  • Excellent communication abilities, including writing, speaking and active listening
  • Effective sales, presentation and customer service skills
  • Good organization and time management skills.

Remuneration

  • Commissions
  • Performance pays
  • Incentives

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