Financial Advisor at Capital Express Assurance Limited

Job Responsibilities

• 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 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 qualification upward.
• Experience: On the Job Training
• Age: 30yrs and above.