Advisor

Job Description

Role Description

This is a full-time on-site role for an Advisor at Vanguard Life located in Spintex,Accra. The Advisor will be responsible for providing financial advice and guidance to clients, analyzing financial situations, developing investment strategies, and monitoring portfolio performance. The role involves meeting with clients, conducting research, and staying up-to-date with market trends and insurance investment opportunities. The Advisor will also be responsible for building and maintaining relationships with clients, providing exceptional customer service, and ensuring compliance with insurance regulations

Qualifications

Strong knowledge of financial planning, investment principles and insurance sales.
Excellent communication and interpersonal skills
Ability to analyze complex financial information and make informed decisions WITH REGARDS TO INSURANCE
Proven track record of achieving sales targets and building client relationships
Knowledge of regulatory requirements and industry best practices
Bachelor’s degree, HND, DIPLOMA, CERTIFICATE