Financial Advisor (Sales and Marketing) at FBNInsurance

Job Overview

Location
Lagos, Kebbi
Job Type
Full Time
Date Posted
3 years ago

Additional Details

Job ID
14749
Job Views
102

Job Description



Job Summary



  • We are looking for candidates who have passion for marketing and a desire to build a career in sales.

  • The ideal candidates will sell insurance polices and develop relationships with prospective clients through networking and referrals.


Key Responsibilities



  • Identify potential prospects within the target audience specified for different Insurance product offerings and map out strategies to present the product offerings to them. 

  • Keep abreast of the features, terms, conditions, documentation requirements and processes for the different classes of products offered by Insurance and convey same to existing and potential customers. 

  • Sell Insurance products and service offerings to both existing and prospective customers. 

  • Provide guidance to customers in gathering all the requisite documents and in completing the relevant application forms for different insurance policy products.  

  • Support customers in evaluating their financial and investment needs and match this to the appropriate Retail Products.  

  • Advise customers on different payment channels and platforms through which they can pay for their policies. 

  • Provide accurate information based on market trends and customers to facilitate effective sales forecast, budgets and market penetration strategies. 

  • Validate and collect all relevant documents from the customers in compliance with the products requirements and ensure absolute compliance with relevant regulatory standards.   

  • Respond/Attend to all customer’s complaints and enquiries and escalate to the appropriate officers in Retail Distribution. 

  • Provide information on customer’s premium payment and claims request as and when due.


Academic Qualifications & Work Experience 



  • Minimum of HND in any discipline.

  • Previous experience in a sales related role will be an added advantage.


Required Competencies: 



  • Strong drive for results. 

  • Confidence and articulate. 

  • Ability to communicate clearly. 

  • Ability to network and build relationships. 

  • Basic computer appreciation skills,

  • Good attention to details and record keeping,


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