Insurance Broker at Trinity Financial Services

Key Responsibilities

• Research, compare, and market various insurance products
• Act as a point of contact for clients and handle renewal and policy changes
• Proactively identify new lead opportunities and network within the community to grow the existing client’s base.
• Ensure all documentation meets state regulations and requirements.
• Manage various deals such as investments, real estate, or insurance within the finance and banking industries.
• Act as a liaison between parties, create and maintain relationships, administer sales, and perform administrative tasks.
• Must be familiar with the products and services that our company offers.
• Excellent customer service, closing deals, and processing documentation after the sales process is complete.

Qualifications & Academic Requirements

• A Bachelor's Degree qualification in accounting, economics, or marketing in insurance sales and brokerage
• Must have a 5 - 8 years of experience in the same position and 2 years within a managerial position
• A master's degree is an added advantage
• Must be licensed and certified in insurance
• The candidate must be experienced in marketing
• Sound spoken and written communication in English and Yoruba
• Strong influencing and negotiating skills
• Time Management
• Client management
• Insurance Advisory
• Technical Competence in the use of MS Excel, PowerPoint, and others
• String numerical and analytical skills
• Experience with managing corporates and high-net-worth individuals.