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Financial Planners at Confidential

Our client is a member of a group of companies licensed and well established in insurance services. The Company offers life and non-life insurance products and services to individuals and institutions across Nigeria whilst also offering asset/investment management services, medical insurance solutions and pension fund administration through its three subsidiaries.

 

Qualification:

  • Minimum of first degree in Insurance or other relevant fields
  • Minimum of 2 – 4 years experience (Insurance Marketing)
  • Must be within the ages of 27 – 32 years ONLY
  • Desired candidate must be highly presentable

Skills/Requirements:

  • Good knowledge of the insurance sector
  • Strong client relationship management and development aptitude.
  • Solid interpersonal/presentation skills.
  • Proficient in English communication, Prospecting, Analysis skills
  • Proven ability to work independently
  • Proficient in the basic use of Ms Office

 

Key Responsibilities:

  • Develop base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
  • Determine clients’ particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
  • Sales/marketing of the different insurance product & services.
  • Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
  • Complete coverage by delivering policy; planning future follow-up visits and evaluations of needs.
  • Planning persuasive approaches and pitches that will convince potential clients to do

Job Expectations

  • To improve the organization’s market position and achieve financial growth by getting new clients and retaining them.
  • To define long-term organizational strategic goals, builds key customer relationships, identify business opportunities, negotiate and close business deals and maintain extensive knowledge of current market conditions.
  • To manage existing clients and ensure they stay satisfied and positive.

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