Financial Services Representative
GruvyVest
lagos, NG
6d ago
source : Mrjobsnaija

GruvyVest's job vacancy, Career and Recruitment

Job title : Financial Services Representative jobs in Lagos Job Location : Lagos Deadline : May 30, 2022

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  • Job Description

  • We are looking to hire an experienced and detail-oriented financial services representative to persuade clients to purchase our financial products and services.
  • The financial services representative's responsibilities include responding to clients' inquiries in a professional manner, providing sound financial advice to clients, cross-selling our products and services where possible, and attending various training programs as required.
  • You should also be able to follow up with clients to ensure that they are satisfied with the products or services purchased.

  • Must bbe able to build rapport with clients and continually meet or exceed sales goals. Ultimately, a top-performing financial services representative should be knowledgeable of financial regulations as well as demonstrate exceptional communication, analytical, and customer service skills.
  • Responsibilities

  • Scheduling meetings with clients to discuss their financial needs and goals.
  • Collecting pertinent client information to provide investment options that align with clients' financial situations.
  • Monitoring market conditions to determine how various changes may impact taxes and client investments.
  • Advising clients on how to save and invest .
  • Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals.
  • Cold-calling potential clients to inform them of the various financial products and services on offer.
  • Suggesting viable solutions to improve clients' financial statuses.
  • Developing in-depth knowledge of our financial products to advise clients accordingly.
  • Requirements

  • Bachelor's Degree in Finance, Economics, Accounting, or other field.
  • Proven experience working as a financial services representative.
  • Sound knowledge of financial legislation.
  • Proficiency in all Microsoft Office applications.
  • Good mathematical skills.
  • Interested applicants should be aged between 21-25 years
  • Ability to communicate fluently in english
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Salary

    N1,800,000 - N2,000,000 annually.

  • Accounting / Financial Services jobs in Nigeria *Accounting / Financial Services jobs in Lagos *Financial Services Representative in Lagos
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