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Customer Service Officer / Finance Representative

Closing: Apr 14, 2024

This position has expired

Published: Apr 9, 2024 (28 days ago)

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Job Summary

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Job Description

  • He/She should provide advice to and recommend our financial products and services.
  • Provide good customer service to maintain and retain clients.
  • Expand customer base, interview prospective clients to gather data about them.
  • Analyze the client current portfolios and make recommendations.
  • Assist clients during maturity claim process.

Qualifications

  • Applicants should possess an HND / B.SC degree in any chosen field.
  • Any experience gathered from any financial instituition would be an advantage.
Responsibilities

Job Description

  • He/She should provide advice to and recommend our financial products and services.
  • Provide good customer service to maintain and retain clients.
  • Expand customer base, interview prospective clients to gather data about them.
  • Analyze the client current portfolios and make recommendations.
  • Assist clients during maturity claim process.

Qualifications

  • Applicants should possess an HND / B.SC degree in any chosen field.
  • Any experience gathered from any financial instituition would be an advantage.


  • He /She is responsible for providing advice, conducting intermediary services between the client and the financial service provider company, and selling life investments that pay out when the life insured is due for maturity.
  • He/She must provide good customer service by maintaining the existing client base through active communication and marketing,social media,and other programs.
  • Applications submitted via Fuzu have 32% higher chance of getting shortlisted.

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