Assessing clients' financial needs, goals, and risk tolerance
- Minimum Qualification :Diploma
- Experience Level :Mid level
- Experience Length :5 years
Key Responsibilities and Qualities
• Financial Planning
• Manage day-to-day activities.
• Assessing clients' financial needs, goals, and risk tolerance
• Prepare monthly reports on progress made.
• Relationship building and customer satisfaction.
• Developing new businesses/Prospects to meet company targets.
• Supervise and monitor the issuance of policy sold
• Assessing clients' financial portfolios and analysing risk
Qualifications, Skills & Experience:
• A diploma in Finance, Sales, Insurance or marketing option from a recognized institution.
• Other professions like teaching, sales in medical supplies, nursing also considered
• At least 5 years of practical work experience.
• Must be at least 30 years of age or above.
• In-depth knowledge of the Financial sector
• Ability to work under pressure and meet strict deadlines.
• Excellent communication skills, highly confidential and well organized.
• Must have integrity and a high sense of ethical responsibility.
• Should be result-oriented, and a good team player with self-drive and interpersonal skills.
• Excellent written and oral communication, good organization, speed to execute work, maturity, and sense of judgment.