Job details
Financial Advisor Vacancy at Old Mutual Nigeria
The published deadline was 31 March 2020. This page is retained for reference; the original application instructions below are historical.
About the role
Financial Advisor job opportunity is available at Old Mutual Nigeria for individuals who possess OND, HND, First Degree or its equivalent.
Key Focus
- This role is individually accountable for providing advice on a specific range of products to a specific allocated market.
Responsibilities
- 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.
Experience and qualifications
- OND, HND, First Degree or its equivalent
- Marketing skills in insurance, relevant insurance related qualification, relevant technical insurance skill, knowledge of relevant market conduct regulations and requirements will be an added advantage.
REMUNERATION :-
- Fixed Allowance and Commission (very attractive)
Other Benefits:
- Monthly Phone Call Allowance
- HMO
- Monthly Cash Incentives
- Yearly 7-day All- expense Paid Trip for On-Shore Conventions in designated African Cities
Application deadline
31st March, 2020.
Application details
Interested and qualified candidates should send their CV to: magdarecruit2016@gmail.com using the “Job Title and Location” as the subject of the mail.
WHO IS Old Mutual Nigeria?
Old Mutual Nigeria consists of a Life Assurance and General Insurance business and provides a wide spectrum of insurance solutions tailored to meet unique individual and corporate clients’ circumstances.