Account Officer

Posted by Capital Express Assurance Limited VERIFIED19 Oct 9:40 amAdo-Odo/Ota, Ogun

A reputable company need the service of a financial planner
Contacting clients and setting up meetings, either within an office environment or in clients homes or business premises Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
Analyzing information and preparing plans best suited to individual clients' requirements
Completing risk analyses
Researching the marketplace and providing clients with information on new and existing products and services Designing financial strategies
Assisting clients to make informed decisions
Researching information from various sources, including providers of financial products
Reviewing and responding to clients changing needs and financial circumstances
Promoting and selling financial products to meet given or negotiated sales targets
Negotiating with product suppliers for the best possible rates
Liaising with head office and financial services providers
Communicating with other professionals, such as estate agents, solicitors and valuers
Keeping up to date with financial products and legislation
Producing financial reports
Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.
Preferably applicants should reside between Iyana Ipaja, Sango Ota and Ifo environment.
AGE LIMIT: 21 and above
RENUMERATION: Attractive package
BEHAVIORAL PROFILE: Smart, skillful, intelligent and goal getter
Interested applicant should apply
Application deadline: 27th november, 2016

Accounting / Finance
Job type:
Full Time
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