Financial Advisor Vacancy at a Life Assurance and General Insurance Company

Position Title: Financial Advisor.

Job Station: Abuja.

INTRODUCTION:-

Financial Advisor job opportunity is available at for individuals who possess relevant qualifications.

Key Focus

  • This role is individually accountable for providing advice on a specific range of products to a specific allocated market.

DUTIES AND RESPONSIBILITIES:-

Description

  • Obtaining detailed information about the customer, their business and provide advice in line with the customer value proposition & compliance framework.
  • Rendering advice to the customer on appropriate insurance cover and terms.
  • Maintaining detailed knowledge of available insurance products for consideration of a client.
  • Providing quotation on the insurance products for consideration of a client.
  • Providing requisite underwriting information to the insurer in assessing the risk to decide pricing terms and conditions for cover.
  • Acting promptly on instructions from a customer and providing him written acknowledgements of risk by the insurer.
  • Complying with the guideline on market conduct and business practice for insurance institutions in Nigeria.
  • Assisting customers in processing claims in line with the provisions of the “claims management procedure” of the company represented.
  • Assisting in the negotiation of claims, protecting salvage and subrogation rights of the insurer.
  • Maintaining proper records of claims and businesses generated.
  • Develops, tracks & reviews business plan to meet individual performance targets.
  • Work with a specific range of products.

Key Result Areas
Sales / Productivity:

  • Develops, tracks & reviews business plan to meet individual performance targets.
  • Engages in limited prospecting.

Personal Effectiveness:

  • Accountable for service delivery through own efforts.
  • Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
  • Makes increased contributions by broadening individual skills.
  • Collaborates effectively with others to achieve personal results.
  • Accepts and lives the company values.

Financial Advice:

  • Provides advice in line with the customer value proposition & compliance framework.
  • Works in specific allocated markets.
  • Works with a specific range of products.

Relationship Building:

  • Establish sound working relationships and maximizes opportunities with prospective clients.
  • Uses appropriate interpersonal and communication techniques to gain client acceptance.

DESIRED EXPERIENCE & QUALIFICATION:-

  • A First Degree or its equivalent
  • Marketing skills in insurance, relevant insurance related qualification, relevant technical insurance skill, knowledge of relevant market conducts regulations and requirements will be an added advantage.
  • Must be resident in Abuja.

REMUNERATION:-

  • Market Related.
  • Receives a base allowance and commission.

Apply Before:-

2nd November, 2020.

INTERESTED?

Interested and qualified candidates should send their CV to: magdarecruit2016@gmail.com using the Job Title as the subject of the mail.


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