Apply as Financial Service Representative at Navic Investment Company Limited Full Time

Job Title: Financial Service Representative

Location: Lagos
Employment Type: Full-time

Responsibilities

• 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.
• 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.
• 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.
• Analyzing financial data received from clients to develop strategies for meeting clients’ financial goals.
• Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
• Implementing financial plans or referring clients to professionals who can help them.
• Managing and updating client portfolios.
• Contacting clients regularly to discover changes in their financial status.
• Building and maintaining your client base.

Requirements

• Bachelor’s degree in Business, Finance or related field.
• Valid driver’s license.
• Knowledge of mutual fund, securities, and insurance industries.
• Proficient in Word, Excel, Outlook, and PowerPoint.
• Comfortable using a computer for various tasks.
• Experience providing quality financial advice.
• 3 years Experience.

Application Closing Date
18th January, 2021.

How to Apply
Interested and qualified candidates should send their CV to: [email protected] using the Job Title and current location as the subject of the email which will determine selected applicant’s mode of interview invitation.

Note: Multiple Applications will lead to automatic disqualification of Applicant.