Managing Director at Trinity Financial Services

Job Description

• Research, compare, and market various insurance products.
• Act as a point of contact for clients, 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.

Academic Requirements

• A Bachelor’s Degree qualification in Accounting, Economics, or Marketing in insurance sales and brokerage.
• Must have 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.

Required Skills:

• The candidate must be experienced in marketing.
• The candidate must have sound spoken and written communication in English and Yoruba.
• Strong influencing and negotiating skill.
• Time Management.
• Client management.
• Insurance Advisory.
• Technical competence in the use of MS Excel, PowerPoint, and others.
• String numerical and analytical skill.
• Experience with managing corporates and high net-worth individuals.