Immediate Start
New
5 days ago
Job Summary
The Financial Advisor is responsible for engaging potential clients, introducing them to the company's financial products and services, and guiding them toward making informed financial decisions. This role requires an individual who can provide expert advice, ensure a seamless onboarding process, and deliver an excellent customer experience. The ideal candidate should be proactive, friendly, and possess strong communication skills to build lasting client relationships.
- Minimum Qualification : OND
- Experience Level : Entry level
- Experience Length : 1 year
Job Description/Requirements
Responsibilities:
- Engage with prospective clients and assess their financial needs.
- Introduce and explain the company's financial products, policies, and services.
- Provide expert financial advice to clients, guiding them in making sound investment and financial decisions.
- Assist clients through the financial planning process and ensure they understand their options.
- Build and maintain strong relationships with clients to foster trust and long-term partnerships.
- Stay updated on financial industry trends, market conditions, and regulatory changes.
- Work closely with internal teams to ensure clients have a smooth and positive experience.
- Achieve set sales targets and contribute to the company’s revenue growth.
Requirements:
- Strong communication and interpersonal skills.
- Ability to engage and build rapport with clients.
- A proactive and results-driven mindset.
- Customer service-oriented with a friendly approach.
- Previous experience in financial advisory, sales, or a related field is an advantage.
- Basic knowledge of financial products and services is preferred.
- Ability to work independently and in a team.
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