Financial Adviser

Financial Adviser - Nigeria
  • Financial Adviser - Nigeria

IndustryAccounting and Aud...

ContractFull time

Description :

Company Name
NEARJOBSNG
Job Type
Full-time
Career Level
Junior
Responsibilities
1.Recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences.

2.Execute and negotiate follow through of implementation vehicles including insurance, investments, tax planning, debt management, estate planning, and other tasks quoted to client.

3.Decide how to build your practice by choosing your clients and the markets you want to pursue.

4.Solicit clients actively via telephone, mail, referrals, etc.

5.Maintain proper documentation following preset guidelines established by compliance and management.

6.Comply with all industry rules and regulations.
Requirements and Skills
1.Well organized with the ability to manage time effectively while managing multiple priorities.

2.Ability to influence people.

3.Possess a commitment to professionalism, honesty and a strong work ethic

4.demonstrating and has the ability to ask for the appointment, qualify for opportunity and close business within 2 to 3 calls"

5.Work independently as well as function as part of a team

6.Proficient computer skills, especially Microsoft Office applications
Minimum Qualification Requirements
Minimum of O.N.D in any finance and management related courses in Nigeria
Minimum Experience

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