• Application Deadline:
• Position: Annuity Sales Specialist


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 6 years


• Location Lagos


• Job Field Insurance  , Sales / Marketing / Retail / Business Development 
  

Principal Duties & Responsibilities

• Conduct market research and leverage various channels to identify potential clients interested in annuity products.


• Build and expand a network of contacts through referrals, networking events, and online platforms.


• Proactively engage with potential leads and initiate conversations to identify their financial goals and retirement needs.


• Establish trust and credibility with clients through effective communication, active listening, and empathy.


• Conduct comprehensive financial assessments to understand clients' risk tolerance, investment objectives, and long-term plans.


• Provide personalized recommendations and present suitable annuity products that align with clients' financial goals.


• Maintain regular contact with clients, conducting reviews and addressing any inquiries or concerns


• Utilize strong sales skills to effectively articulate the benefits and features of annuity products to potential clients.


• Meet or exceed sales targets by actively prospecting, generating leads, and converting them into annuity sales.


• Collaborate with team members and product specialists to address complex client needs and ensure comprehensive solutions.


• Ensure adherence to all relevant regulatory requirements, industry standards, and internal policies.


• Maintain accurate and up-to-date records of client interactions, sales activities, and required documentation.


• Follow established procedures for client onboarding, contract processing, and other administrative tasks, ensuring compliance and efficiency.

 Competencies & Skills Requirements

• Knowledge of Insurance and financial industry


• Strong ability to learn and explain investment products


• Sound knowledge of retirement and income planning concept and concerns


• Sales and good communication skills


• Relationship building skills


• Analytical and problem-solving skills


• Networking and Prospecting skills


• Compliance and Regulatory Knowledge 


• Organizational and time management skills


• Collaborative skills & continuous improvement

Minimum Qualifications

• Degree in Finance, Insurance or related discipline


• Minimum of six (6) years’ sales experience in the insurance industry and minimum 3 years’ agents supervisory experience