Financial Advisor at Swift Consulting

Job Summary

• The Financial Advisor will be responsible for promoting the organization’s loan, savings, and investment products, driving customer acquisition, and building strong client relationships to support business growth and revenue targets.

Major Responsibilities

• Promote and market the company’s loan, savings, and investment products.
• Identify and onboard new clients through field marketing and direct sales.
• Build and maintain strong relationships with customers.
• Meet and exceed assigned sales targets.
• Educate clients on financial products and services.
• Follow up on loan repayments and ensure proper documentation.
• Prepare and submit daily, weekly, and monthly sales reports.

Requirements

• BSc, HND, or OND in Marketing, Business Administration, Finance, or related field.
• Minimum of one (1) year experience in sales or marketing (financial services experience is an added advantage).
• Strong communication and negotiation skills.
• Ability to meet and exceed sales targets.
• Good customer relationship management skills.
• Self-motivated and target-driven.