Description:
Responsibilities:
· Contact clients to discuss their financial goals and offer them financial services.
· Design debt liquidation plans which consist of the time frame and priority of payoff
· Interact with clients to determine their financial objectives, earnings, and expenditure to design appropriate financial plan.
· Proffer recommendations on cash management, investment choice, and insurance coverage.
· Carry out assessments to determine the net worth and financial status of an individual or company.
· Conduct market research to obtain information useful in providing effective financial services.
· Handle client complaints and assist with the resolution of financial issues.
· Conduct review of clients’ financial performance to determine the need for plan adjustment.
· Provide sales offers for financial products such as stocks, bonds, mutual funds, and insurance policies.
· Contact clients’ creditors to arrange a payment plan suitable for both parties.
· Liaise with other client advisors such as attorneys, accountants, and investment bankers to fully understand client’s financial objectives.
· Recommend or help clients select suitable investments.
· Conduct negotiations with product suppliers to reach favorable price bargain.
· Evaluate funds required to provide students grants for education.
Organize seminars on financial planning topics such as retirement planning and investment
Requirements:
- Analytical Skills: 1 to 2 years
- Sales: 1 to 2 years
- Financials: 1 year or less
Minimum Requirements :
- Grade 12 minimum, tertiary qualification will be advantageous.
- Clear credit record, with no criminal record
- A laptop and reliable car
Further to meeting all the minimum requirements, the following criteria would be essential:
- Entrepreneurial mind-set (must be able to work independently)
- Exceptional Interpersonal skills
- An establishment of client network
- Tenacity
- Effective planning, organizing and time management skills.
- Grade 12 minimum, tertiary qualification will be advantageous.
- Clear credit record, with no criminal record
- A laptop and reliable car
- Entrepreneurial mind-set (must be able to work independently)
- Exceptional Interpersonal skills
- An establishment of client network
- Tenacity
- Effective planning, organizing and time management skills.
Minimum Requirements :
- Grade 12 minimum, tertiary qualification will be advantageous.
- Clear credit record, with no criminal record
- A laptop and reliable car
Further to meeting all the minimum requirements, the following criteria would be essential:
- Entrepreneurial mind-set (must be able to work independently)
- Exceptional Interpersonal skills
- An establishment of client network
- Tenacity
- Effective planning, organizing and time management skills.