Joyce Obiomachukwu Godwin
Financial Advisor
Enugu North,EN
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
3
3
years of professional experience
2012
2012
years of post-secondary education
Work History
Financial Advisor
SANLAM ALLIANZ LIFE INSURANCE NIGERIA
Enugu North
06.2023 - Current
- Developed personalized financial plans for clients based on their needs.
- Analyzed market trends to provide informed investment advice.
- Conducted regular client meetings to assess financial goals and strategies.
- Educated clients on insurance products and investment options available.
- Managed client documentation and ensured compliance with regulatory standards.
- Provided ongoing support and updates to clients regarding their investments.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Responded promptly to customer inquiries regarding their accounts or other services offered by the firm.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
- Actively participated in marketing initiatives aimed at increasing brand awareness within the community.
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
- Developed financial plans and strategies tailored to clients' individual needs.
Customer Service Representative
Charbros Group
Enugu North
01.2023 - 09.2023
- Assisted customers with inquiries and product information.
- Handled customer complaints and resolved issues efficiently.
- Processed orders and managed transactions accurately.
- Provided training to new staff on customer service protocols.
- Maintained knowledge of company products and promotions.
- Documented customer interactions in the management system.
- Ensured a clean and organized workspace for optimal service delivery.
Education
Data Analysis
Coursara
11.2025 - 01.2026
Higher National Diploma - Business Administration And Management
Federal Polytechnic Nekede Owrri
Imo , Nigeria 09.2012 - 12.2014
National Diploma - Business Administration And Management
Grace Polytechnic Surulere
Lagos , Nigeria 09.2009 - 12.2011
Girls High School Ekwulobia
Anambra , NigeriaSkills
- Networking
- Conflict resolution
- Relationship building
- Flexible and adaptable
- Problem-solving
- Public speaking
- Customer service
- Communication
- Leadership
Timeline
Data Analysis
Coursara
11.2025 - 01.2026
Financial Advisor
SANLAM ALLIANZ LIFE INSURANCE NIGERIA
06.2023 - Current
Customer Service Representative
Charbros Group
01.2023 - 09.2023
Higher National Diploma - Business Administration And Management
Federal Polytechnic Nekede Owrri
09.2012 - 12.2014
National Diploma - Business Administration And Management
Grace Polytechnic Surulere
09.2009 - 12.2011
Girls High School Ekwulobia