JOB TITLE: Financial Planner
JOB LOCATIONS: Abuja, Akwa Ibom, Bayelsa, Cross River, Delta, Enugu, Rivers, Imo, Ekiti, Lagos, Ogun, Oyo, Ondo, Osun, Edo, Jigawa, Kaduna, Kano, Katsina, Kebbi, Sokoto, Zamfara, Benue, Kogi, Kwara, Nasarawa, Abia & Plateau States.
Employment Type: Full Time / Permanent
Responsibilities
- Analyze clients’ financial statuses (e.g., income, expenses and liabilities)
- Examine and suggest financial opportunities (e.g., insurance plans, investments)
- Develop sound plans and budgets for clients
- Customize financial plans according to clients’ changing needs
- Help clients implement their plans and carry out transactions
- Present and sell suitable financial products and services
- Present and market financial products and services.
- Find potential clients and foster long-lasting relationships.
- Ensure you stay updated on the latest regulations, practices, and financial products.
- Build strong relationships to retain existing clients.
- Maintain updated knowledge of regulations, practices, and financial products.
Requirements and skills
- First Degree (B.Sc. BEd. HND)
- Proven experience in sales or customer service is an asset
- Ability to analyze financial information and comply with regulations
- Proficiency in MS Office and CRM systems.
- Attention to detail and strong math skills
- Strong ethics, with a customer-oriented attitude.
- Outstanding communication skills, with the ability to foster long-term relationships.
HOW TO APPLY
Interested and qualified candidates should send their CV to the emails below according to their location:
Akwa Ibom, Bayelsa, Cross River, Delta, Enugu, Rivers & Imo States:
[email protected]
Ekiti, Lagos, Ogun, Oyo, Ondo, Osun & Edo States:
[email protected]
Jigawa, Kaduna, Kano, Katsina, Kebbi, Sokoto, & Zamfara States:
[email protected]
Abuja, Benue, Kogi, Kwara, Nasarawa, Abia & Plateau States:
[email protected]
Note
- Candidates should use the Role and Location as the subject of the mail.
- Only shortlisted candidates will be contacted.
Deadline: July 30, 2022
Job Features
Job Category | Finance Officer |