Financial Services Representative

4 weeks ago


Lagos, Lagos, Nigeria Heirs Insurance Group Full time
Key Responsibilities

Meet with clients to understand their financial goals, risk tolerance, income, expenses, and assets.

Offer strategic advice on investment, insurance coverage, and debt management tools to help clients achieve their objectives.

Stay up-to-date with financial trends by conducting market research and analyzing industry developments.

Identify and pursue new business opportunities to maintain a strong client base and drive business growth.

Key Skills: Financial planning, risk management, investment advice, insurance expertise, market research, and client relationship building.



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