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2 weeks ago

Job Summary

As a Life Planner, you will be responsible for providing financial planning solutions to clients. You will analyze clients' financial situations, develop personalized financial plans, and guide clients in making informed decisions about their financial goals.

  • Minimum Qualification : Diploma
  • Experience Level : No Experience
  • Experience Length : No Experience/Less than 1 year

Job Description/Requirements

Job Description:

  • Identify and pursue new sales opportunities through cold calling and networking
  • Build and maintain strong relationships with customers to drive repeat business and referrals
  • Meet or exceed monthly sales targets
  • Maintain accurate records of all sales activities and customer interactions



Qualifications:

  • HND / Degree in any field (Must be 25 years and above)
  • Excellent communication and interpersonal skills
  • Ability to build and maintain relationships with clients
  • Strong analytical and problem-solving skills
  • Ability to work independently and as part of a team
  • Entrepreneurial mindset

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