Financial Advisor

2 weeks ago

FCT, Nigeria Tangerine Africa Full time

* Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments).
* 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 Risk, Savings, Investment, and Endowment 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.

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