Financial Advisor (Sales and Marketing) at FBNInsurance

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,