Financial Adviser at AIICO Insurance

Duties and Responsibilities

• Understand clients’ financial needs
• Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
• Answer clients’ questions and address concerns
• Give advice to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
• Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
• Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
• Manages clients accounts and files.

Requirements

• Bachelor’s Degree, HND / NCE in related field.
• 1-2 years of experience as a customer service in insurance firm or similar role
• Life and health license
• Knowledge of securities and insurance industries
• Proficiencyin Microsoft Word, Excel, Outlook and PowerPoint
• Sense of ownership and pride in your performance and its impact on company’s success
• Critical thinker and problem-solving skills
• Team player
• Good time-management skills.
• Great interpersonal and communication skills
• Knowledge of insurance policies and operation
• Must be residing in Lagos State Nigeria.