Financial Services Consultant

12 hours ago


Lagos, Lagos, Nigeria Consolidated Hallmark Insurance Ltd Full time
About the Role

We are seeking a highly skilled and experienced Financial Advisors to join our team at Consolidated Hallmark Insurance Ltd. The ideal candidate will have a proven track record in financial services, excellent communication and interpersonal skills, and the ability to build strong relationships with clients.

Key Responsibilities:
  • Client Acquisition: Develop and implement marketing strategies to attract new clients through networking, referrals, and outreach activities.
  • Financial Planning: Assess clients' financial situations and goals, providing tailored financial advice and strategies.
  • Product Knowledge: Stay informed about financial products, market trends, and regulations to offer clients accurate and up-to-date information.
  • Relationship Management: Build and maintain strong relationships with clients, ensuring high levels of customer satisfaction and loyalty.
  • Portfolio Management: Assist clients in managing their investment portfolios, providing insights and recommendations based on market analysis.
  • Compliance: Ensure all financial advice and marketing practices comply with industry regulations and company policies.
  • Performance Tracking: Monitor and report on the performance of marketing strategies and client portfolios, making adjustments as necessary.
  • Education and Training: Conduct workshops and seminars to educate clients on financial literacy and investment opportunities.
Qualifications:
  • OND/HND BSc degree in finance, business, marketing, or a related field.
  • Proven experience in financial services or sales/marketing roles.
  • Strong understanding of financial products and investment strategies.
  • Excellent communication, interpersonal, and negotiation skills.
  • Ability to build rapport with clients and provide exceptional service.


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