Financial Advisor at Tangerine Life

Your Key Responsibilities:

• Prospects for new customers for life business through direct sales, brokers etc and maximize lead generation.
• Ensures timely follow-through and healthy closure rate of leads.
• Adheres to the expected level of due diligence, internal policies and KYC norms while opening new accounts.
• Maintain a robust pipeline of prospects.
• Closely liaise with the technical team to provide timely and competitive quotes.
• Establishes and maintains effective relationships with clients and maintains a high level of customer service.
• Provide required reports as and when required.

Your Minimum Qualifications

• Bachelor’s degree, HND/OND
• 0 to 1years of relevant experience in Sales Management
• Insurance industry experience is an added advantage

Key Competencies

• About you
• Proactive with critical reasoning
• Resilient, tenacious, and integrity
• Strong interpersonal and communication
• skills (oral & written)

About your expertise

• Very strong organizational skills
• Goal-oriented with entrepreneurship ability
• Proficient in sales and performance management
• Ability to work under pressure
• Able to understand and work with numbers