Financial Advisor

Requirements:1. The Financial Advisor must posses a quality sales/business development skills.
2. The Financial Advisor must be empathise i.E. Should posses a good relationship building/sustenance ability.
3. The Financial Advisor must posses an excellent technical competency in ensuring that all business cases are adequately handled to the later.
4. The Financial Advisor must be able to advise clients on the best way to invest their money after profiling their worth.
5. The Financial Advisor must be tough/persistent in striving to actualising a set organisational goal.
6. The Financial Advisor must be ready to source for how to generate money, regardless of the challenges that may occur.Responsibilities:1. Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
2. Answering client questions about financial plans and strategies and giving financial advice.
Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
3. Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
4. Analysing financial data received from clients to develop strategies for meeting clients' financial goals.
5. Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
6. Implementing financial plans or referring clients to professionals who can help them.
Managing and updating client portfolios.
7. Contacting clients regularly to discover changes in their financial status.
8. Building and maintaining your client base.Benefits:Transport Allowance, Training, Bonuses/Commissions for every business deal closed.

Salario: Negotiable