Financial Services Manager

4 weeks ago


Abuja, FCT, Nigeria Tangerine africa Full time
Job Title: Financial Services Manager

We are seeking a skilled Financial Services Manager to join our team at Tangerine Africa.

About the Role

The successful candidate will be responsible for helping customers plan for their future by discussing investment options that can help them reach personal and family goals. They will periodically meet with clients to discuss their financial portfolio and recommend adjustments as needed.

About the Job

As part of this role, the Financial Services Manager will interview clients to determine their current income, expenses, financial objectives and tax status, and how much health, home, car or other types of insurance coverage they would like to purchase. They will also help clients figure out how much insurance they can afford, as well as how much coverage they need to ensure their loved ones will be cared for upon their death.

Key Responsibilities
  • Help customers plan for their financial future by discussing investment options and providing advice on reaching personal and family goals.
  • Meet with clients regularly to discuss their financial portfolio and recommend adjustments as needed.
  • Interview clients to determine their current income, expenses, financial objectives and tax status, and provide recommendations for insurance coverage.
Requirements

To be considered for this role, you must have:

  • A strong understanding of financial services and insurance products.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
What We Offer

As a Financial Services Manager at Tangerine Africa, you can expect:

  • A competitive salary of $80,000 - $120,000 per year, depending on experience.
  • A comprehensive benefits package, including medical, dental, and vision coverage.
  • Opportunities for professional development and career advancement.


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