Financial Planning Expert

3 hours ago


Lagos, Lagos, Nigeria Consolidated Hallmark Insurance Ltd Full time
Company Overview
Consolidated Hallmark Insurance Ltd is a leading provider of insurance services, committed to delivering exceptional customer experiences. We are seeking a skilled Financial Advisors to join our team.

Job Description
As a Financial Advisor, you will be responsible for developing and implementing marketing strategies to attract new clients through networking, referrals, and outreach activities. You will also assess clients' financial situations and goals, providing tailored financial advice and strategies. Additionally, you will stay informed about financial products, market trends, and regulations to offer clients accurate and up-to-date information.

Key Responsibilities:
  • Client Acquisition: Develop and implement effective marketing strategies to acquire new clients.
  • Financial Planning: Assess clients' financial situations and provide personalized 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 to ensure high levels of customer satisfaction and loyalty.

Required Skills and Qualifications
To succeed in this role, you must have:
  • 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.

Benefits
We offer a competitive salary, opportunities for professional growth and development, and a dynamic work environment. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer experiences, we encourage you to apply for this exciting opportunity.

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