Financial Planner at an Insurance Company - The Workplace Centre Limited - 28 Openings

The Workplace Centre Limited (TWPC) - Our client, an Insurance Company, is currently recruiting suitable candidates to fill the position below:

Job Title: Financial Planner

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.

Application Closing Date
30th July, 2022.