Financial Adviser
Description
- We are looking for an experienced Financial Adviser in an insurance firm to join our team and serve as a valuable intermediary between our company and clients.
Responsibilities
- Provide strategic advice across a variety of financial products and services such as insurance coverage
- 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 mutual funds, etc 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
- Liaise with providers, solicitors, valuers and other professionals
Requirements and Skills
- ND/HND/BSc Degree in Finance or a related field
- Proven working experience as a Financial Adviser, Controller, Planner, Specialist or relevant experience
- Track record of successful financial guidance
- Ability to analyze market’s financial data and to provide appropriate data-based advice
- Strong communication, negotiation and presentation skills
- Accuracy, attention to detail and the ability to explain complex information clearly and simply
- Excellent PC knowledge and ability to operate database systems
Method of Application
Interested and qualified candidates should send their Resume to: pruvia.careers@gmail.com using the job title and the location as the subject of the mail. (Example, “Financial Advisors Lagos” or “Financial AdvisorsPortharcourt”) as applicable.