Retail Financial Advisor

Lagos - Nigeria

Monthly Salary: Not Disclosed

Experience Required: 1-3years

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Job Title: Retail Financial Advisor

Location: Nigeria (all across the country)

Department: Business Development

Supervisor Title: Unit Head & Head Retail Business

Job Summary

The Retail Financial Advisor will be responsible for promoting and selling a wide range of family and general insurance products to both individual and corporate clients. The role involves building and managing client relationships providing professional financial planning and insurance advisory services and achieving assigned sales targets. The ideal candidate will be self-driven confident and passionate about helping clients make informed financial decisions while contributing to the organizations overall business growth.

Responsibilities:

Market and promote a variety of insurance products (Family and General).
Build manage and retain a portfolio of individual and corporate clients.
Provide professional financial planning and insurance advisory services.
Achieve assigned sales targets and support overall team performance.
Proactively follow up on leads and develop lasting client relationships.
Participate in regular training and development programs to enhance sales and advisory skills.
Ensure full compliance with regulatory standards and company policies in all activities.
Uphold the highest standards of confidentiality in handling company-related information ensuring compliance with data protection laws and internal policies.
Promptly report any suspected data breaches or unauthorized access to the appropriate company authority.
Execute any other duties and tasks that may be designated or assigned by the Company.
To provide supports to your manager as may be required towards Management and staff.

Qualification

Education: Minimum of OND/NCE; HND/. is an added advantage.

Experience: Experience in insurance or sales is an added advantage.

Benefits

Monthly Stipend
Attractive commission structure and performance-based bonuses.
Training and continuous professional development.
Career progression opportunities within the agency structure.
Recognition awards and incentive programs for outstanding performance.

Skills and Competencies:

Basic understanding of Takaful principles and insurance underwriting.
Excellent interpersonal and communication skills.
Strong passion for sales and financial advisory services.
Self-motivated confident and target-driven personality
Proficiency in Microsoft Office and insurance software.

KPIs and Performance Metrics:

1. Sales Achievement: Percentage of monthly and quarterly sales targets met.

2. Client Acquisition: Number of new individual and corporate clients onboarded.

3. Client Retention Rate: Percentage of existing clients retained and renewed.

4. Lead Conversion Rate: Ratio of leads converted into successful policy sales.

5. Customer Satisfaction: Feedback ratings and referrals from clients.

How to Apply:

Interested and qualified candidates should send their CVs to using RFA-25TK as subject of the mail.

Job Title: Retail Financial AdvisorLocation: Nigeria (all across the country)Department: Business DevelopmentSupervisor Title: Unit Head & Head Retail BusinessJob SummaryThe Retail Financial Advisor will be responsible for promoting and selling a wide range of family and general insurance products t...

Job Title: Retail Financial Advisor

Location: Nigeria (all across the country)

Department: Business Development

Supervisor Title: Unit Head & Head Retail Business

Job Summary

Responsibilities:

Market and promote a variety of insurance products (Family and General).
Build manage and retain a portfolio of individual and corporate clients.
Provide professional financial planning and insurance advisory services.
Achieve assigned sales targets and support overall team performance.
Proactively follow up on leads and develop lasting client relationships.
Participate in regular training and development programs to enhance sales and advisory skills.
Ensure full compliance with regulatory standards and company policies in all activities.
Uphold the highest standards of confidentiality in handling company-related information ensuring compliance with data protection laws and internal policies.
Promptly report any suspected data breaches or unauthorized access to the appropriate company authority.
Execute any other duties and tasks that may be designated or assigned by the Company.
To provide supports to your manager as may be required towards Management and staff.

Qualification

Education: Minimum of OND/NCE; HND/. is an added advantage.

Experience: Experience in insurance or sales is an added advantage.

Benefits

Monthly Stipend
Attractive commission structure and performance-based bonuses.
Training and continuous professional development.
Career progression opportunities within the agency structure.
Recognition awards and incentive programs for outstanding performance.

Skills and Competencies:

Basic understanding of Takaful principles and insurance underwriting.
Excellent interpersonal and communication skills.
Strong passion for sales and financial advisory services.
Self-motivated confident and target-driven personality
Proficiency in Microsoft Office and insurance software.

KPIs and Performance Metrics:

1. Sales Achievement: Percentage of monthly and quarterly sales targets met.

2. Client Acquisition: Number of new individual and corporate clients onboarded.

3. Client Retention Rate: Percentage of existing clients retained and renewed.

4. Lead Conversion Rate: Ratio of leads converted into successful policy sales.

5. Customer Satisfaction: Feedback ratings and referrals from clients.

How to Apply:

Interested and qualified candidates should send their CVs to using RFA-25TK as subject of the mail.

Company Industry

IT Services and IT Consulting

Key Skills

Business Development
Estate Law
Sales Experience
Trusts
Wealth Management
Financial Services
Investment Experience
Military Experience
Securities Law
Customer relationship management
Financial Planning
Wills

Apply Now

About Company

StreSERT Integrated Limited

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