Talent.com
Tangerine Africa
Finanacial AdvisorTangerine Africa • Abuja, NG
Finanacial Advisor

Finanacial Advisor

Tangerine Africa • Abuja, NG
30+ days ago
Job description

Job Summary

We are looking to hire an Insurance financial advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.

  • Minimum Qualification:OND
  • Experience Level:Entry level
  • Experience Length:No Experience/Less than 1 year

Job Description/Requirements

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:

  • Minimum academic qualification of OND/ HND in business, finance, or related fields.
  • 0 - 1 year of sales experience ( trainee job).
  • Knowledge of mutual funds, securities, and insurance industries.
  • Proficient in Word, Excel, Outlook, and PowerPoint.
  • Comfortable using a computer for various tasks.
  • Experience providing quality financial advice.

Remuneration: Based on Commission

  • Other benefits include a mobilization fee plus incentives.
Create a job alert for this search

Finanacial Advisor • Abuja, NG

Similar jobs

Field Verification Officer

PALMPAY LIMITEDAbuja, NG
Quick Apply

Field Verification Officer Location: Abuja Contract type: Formal role Palmpay is a leading digital lending platform in emerging markets, on a mission to democratize access to credit for MSMEs.With ... Show more

Stockbroking Advisor

EstradaintlAbuja, Nigeria
Quick Apply

Our client is a reputable financial services firm operating within the Nigerian capital market.The organization provides investment advisory, brokerage, and wealth management solutions tailored to ... Show more

Sales Director - Business Banking

FairMoneyAbuja, Federal Capital Territory, NG
Quick Apply

FairMoney is a pioneering mobile banking institution specializing in extending credit to emerging markets.Established in 2017, the company currently operates primarily within Nigeria, and it has se... Show more

Director of Finance

Sigma Consulting GroupAbuja, Nigeria
Quick Apply

Medical Director, Chief Financial Officer (CFO) & Chief Operating Officer (COO).The Director of Finance is responsible for providing strategic financial leadership, oversight, and control acros... Show more

Clinical Director

Sigma Consulting GroupAbuja, Nigeria
Quick Apply

The Clinical Director provides strategic and operational leadership for all clinical services within the hospital.Working closely with the Medical Director, the role ensures the delivery of safe, h... Show more

Sales Promoters - Abuja

PALMPAY LIMITEDAbuja, NG
Quick Apply

Basic Salary: N70,000    Transportation allowance:  N20,000  Fully onsite About the Role Flexi Microfinance Bank is expanding its Mobile Installment product nationwide and seeki... Show more

Team Lead Retail Sales (Abuja)

EstradaintlAbuja, Nigeria
Quick Apply

Insurance / Financial Services.Our client is a leading, forward-thinking financial services organization with a strong legacy of delivering innovative investment and insurance solutions across Afri... Show more

Private Client Advisor (Consultant)

Henley & Partners - The Firm of Global Citizens®Abuja, Federal Capital Territory, NG
Quick Apply

Joining Henley & Partners   As the leading global citizenship and residency advisory firm for over two decades, we specialize in helping our clients navigate the complex landscape of inves... Show more

Corporate Business Officer - Abuja

EstradaintlAbuja, Federal Capital Territory, Nigeria
Quick Apply

Insurance | Corporate & Institutional Business.With a history of trust, innovation, and customer satisfaction, the company is redefining how insurance and financial protection are delivere... Show more

BDR (Abuja)

EstradaintlAbuja, Nigeria
Quick Apply

Business Development Representative (BDR).Business Development Manager (BDM).Pension, 13th Month Salary, Performance Bonus.Our client is a well-established and forward-thinking insurance brokerage ... Show more

Business Developer - Pay with Transfer

PALMPAY LIMITEDAbuja, NG
Quick Apply

SALES – BUSINESS DEVELOPER (Pay with Transfer) As a Business Developer on PalmPay’s Pay with Transfer team, you will play a key role in driving business growth by identifying new opport... Show more

Relationship Manager

FairMoneyAbuja, Federal Capital Territory, NG
Quick Apply

FairMoney is a pioneering mobile banking institution specializing in extending credit to emerging markets.Established in 2017, the company currently operates primarily within Nigeria, and it has se... Show more

Business Development Executive

Sigma Consulting GroupAbuja, Nigeria
Quick Apply

Business Development Executive.Monthly + Performance-Based Incentives.Business Development Executive.This is a highly proactive, field-based role focused on engaging.HMOs, and corporate organizatio... Show more

Relationship Managers

Catilas Resources LimitedAbuja, Federal Capital Territory, NG
Quick Apply

Catilas Resources Limited on behalf of our client, a leading commercial Bank urgently needs the services of.Relationship Managers/Direct Sales Agents.The ideal candidate will be confident, target-d... Show more

Maintenance Planner

WorkNigeriaAbuja, Nigeria
Quick Apply

Job Title: Maintenance Planner.Note: This role is for candidates with a minimum of 7 years of experience as a Maintenance Planner in the FMCG industry.The company is not providing accommodation.Sch... Show more

AI Avatar and Video Editor

Bamboo WorksAbuja, Abuja, NG
Quick Apply

We are seeking a highly capable AI Content Creator / AI Avatar Video Editor to help transform client's decades of medical expertise into high-end, AI-led online courses.This role is not about basic... Show more

Corporate Business Officer- Abuja

EstradaintlAbuja, Federal Capital Territory, Nigeria
Quick Apply

With a history of trust, innovation, and customer satisfaction, the company is redefining how insurance and financial protection are delivered.Through personalized solutions and a strong digital ap... Show more

Sales Advisor- Abuja

EstradaintlAbuja, Federal Capital Territory, Nigeria
Quick Apply

Our client is a reputable insurance company committed to delivering innovative insurance solutions and exceptional customer service to individuals and businesses.With a strong presence in the insur... Show more

Senior Accountant for Swan Medico

Swan Medico Ltd.Abuja, Federal Capital Territory, Nigeria
Quick Apply

The company it is part of an international company selling high-quality world approved pharmaceutical and medical products.Our mantra is Passion for Disciplined Precision and Documentation.We treat... Show more

In-Shop Sales Promoters - Abuja

PALMPAY LIMITEDAbuja, Abuja, NG
Quick Apply

Sales Agents Contract Type: Contract Basic salary - N70,000 + Uncapped Sales Commission Transport Allowance - N20,000 Fully Onsite About the Role Flexi Microfinance Bank is expanding its Mobile Ins... Show more