Sales Advisor

Yesterday H Sales Advisor Heirs Insurance Group Lagos Banking, Finance & Insurance Confidential
  • Minimum Qualification :
Job Description/Requirements
  • Analyze financial data received from clients to develop strategies for meeting their financial goals.
  • Advise strategies for clients in insurance coverage, investment planning, cash management and other
areas to help them meet financial objectives.
  • Prepare and interprete financial policy documents and income projectionsfor clients.
  • Answer customers questions about financial plans and strategies and giving financial advice.
  • Talke to customers to determine their expenses, income, insurance coverage, financial objectives, risk
tolerance or other information needed to plan
  • Build and maintain my client base.
  • Manage and update customers portfolios
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Information :

  • Company : Heirs Insurance Group
  • Position : Sales Advisor
  • Location : Lagos
  • Country : NG

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Post Date : 2025-04-30 | Expired Date : 2025-05-30