Financial Advisor

Requirements:Candidate must possess a quality communication skills (Written and Oral), as well as a passionate and quality sales skills to convince clients into buying the company's products and services, and must have a BSc or its equivalent in any field from a reputable institution. Advanced skill will be an added advantage. 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.
7. Managing and updating client portfolios.
8. Contacting clients regularly to discover changes in their financial status.
9. Building and maintaining your client base.

Salario: Negotiable