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13 Dec 2023

Financial Adviser at Pruvia Integrated Limited

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Job Description


At Pruvia Integrated Limited, we understand that managing human resources can be a daunting task for many organizations. This is why we have developed a range of HR services to help companies of all sizes and industries, from startups to multinational corporations.

We are recruiting to fill the position below:

Job Title: Financial Adviser

Location: Rivers

Description

  • We are looking for an experienced Financial Adviser in an insurance firm to join our team and serve as a valuable intermediary between our company and clients.

Responsibilities

  • Provide strategic advice across a variety of financial products and services such as insurance coverage
  • Assess client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Cultivate client base and build win-win relationships
  • Network, generate leads and grab opportunities to sell mutual funds, etc to meet sales quotas
  • Keep abreast of new industry’s trends and research market to back up financial consulting
  • Oversee the course of the financial plan and update it, if necessary, to ensure profits
  • Comply with all industry rules and regulations
  • Liaise with providers, solicitors, valuers and other professionals

Requirements and Skills

  • ND/HND/BSc Degree in Finance or a related field
  • Proven working experience as a Financial Adviser, Controller, Planner, Specialist or relevant experience
  • Track record of successful financial guidance
  • Ability to analyze market’s financial data and to provide appropriate data-based advice
  • Strong communication, negotiation and presentation skills
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply
  • Excellent PC knowledge and ability to operate database systems

Application Closing Date
15th December, 2023.






Method of Application

Interested and qualified candidates should send their Resume to: 

[email protected] 

using the job title and the location as the subject of the mail. (Example, "Financial Advisors Lagos" or "Financial AdvisorsPortharcourt") as applicable.




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