REQUIREMENTS

• Minimum Polytechnic Diploma in any discipline.
• Highly motivated, results-oriented, and passionate about helping others achieve financial success.
• Strong interpersonal and communication skills.

• Financial Strategy Development: Understand clients’ financial situations and craft strategies to achieve their goals.
• Insurance & Financial Advisory: Offer holistic solutions in areas such as retirement, education, and investments.
• Financial Analysis: Prepare and present financial summaries, investment reports, and income projections.
• Client Relationship Management: Build long-term relationships with clients through regular reviews and updates.
• Client Networking: Expand your client base through effective networking and prospecting activities.