Financial Advisor at Jubilee Insurance

About the job

• The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

**Responsibilities **

• Provide financial planning support to clients

• Support investment professionals to cultivate client relationships

• Prepare financial plans and check their accuracy

**Qualifications **

• Certification in Finance or related field /Eco

• Previous experience in insurance sales is an added advantage

• Strong understanding of the investment business

• Excellent interpersonal skill