New
African Alliance Insurance PLC

Financial Advisor - Unit Heads

African Alliance Insurance PLC

Sales

Banking, Finance & Insurance | NGN 75,000 - 150,000 | Plus Commission
1 week ago

Job Summary

We are recruiting to fill this position.

  • Minimum Qualification:OND
  • Experience Level:Entry level
  • Experience Length:No Experience/Less than 1 year

Job Description/Requirements

Responsibilities:
  • To develop long term sources of clients by using referrals.
  • Approach potential clients by utilizing mailing and phone solicitation.
  • Making presentations to groups at company-sponsored gatherings, speaking publicly to community groups on financial well being.
  • Determine client particular needs and financial situation by scheduling fact-finding appointments, determining the extent of present coverage and investment; ascertaining long term goals.
  • Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long term implementation.
  • Obtain underwriting approval by completing an application for coverage.
  • Complete coverage by the delivery policy; planning future follow-up visits and evaluation of needs.
  • Provide continuing service by providing annual review; processing changes in beneficiary and policy loan applications.
  • Provide death benefit by delivering policy proceeds to beneficiaries.
  • Update Job knowledge by participating in educational opportunities; agency meetings and review sessions; maintaining  personal networks; participating in seminars, workshops and trainings.
  • Term implementation. Obtain underwriting approval by completing an application for coverage.
  • Complete coverage by the delivery policy; planning future follow-up visits and evaluation of needs. Provide continuing service by providing annual review; processing changes in beneficiary and policy loan applications. Provide death benefit by delivering policy proceeds to beneficiaries.
  • Update Job knowledge by participating in educational opportunities; agency meetings and review sessions; maintaining personal networks; participating in seminars, workshops and trainings


Requirements:

  • Minimum academic qualification of an OND.
  • No experience or less than 1-year experience Length.

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