Overview
Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets
Offering strategic advice on products and services, such as investments, insurance coverage
Advise clients on moving money from accounts per industry and federal regulations into the insurance sector.
Performing market research to stay current with financial trend
Helps customers plan for their future by discussing investment options that can help them reach personal and family goals.
They interview clients to determine their current income, expenses, financial objectives, and tax status, and how much health, home, car, or other types of insurance coverage they would like to purchase.
Qualifications
Educational Requirements: NCE / OND/HND qualification upward.
Experience: On the Job Training
Age: 30 years and above.
Application Closing Date
13th September, 2024.
How to Apply
Interested and qualified candidates should send their applications to belinda.capexassurance@gmail.com
