Senior Financial Consultant
4 weeks ago
We are seeking a highly skilled and motivated Senior Financial Consultant to join our team at Heirs Insurance Group.
About the Role:
- Sell all company products, including Life Insurance, Personalised Investment Plans, Protection plans, Endowment Plans, and general insurance production to prospective and existing customers.
- Recommend the perfect insurance policies and products to potential and existing clients, guide them in selecting coverage to best meet their needs, and suggest modifications and updates to their existing insurance policies.
- Sell the company's Pensions option (Annuity for Life) to newly retired and existing retirees from private companies, state, and federal government organizations.
- Prepare and analyze financial reports on a monthly basis.
- Assist existing clients in managing financial transactions, including processing receipts, managing premiums payable and receivable, and reconciling client statements.
- Educate clients on how to use state-of-the-art technology and digital insurance software to monitor their existing policies.
- Prospect continuously and submit proposals to parastatals within and outside the state to sell the company's investments link products, general insurance products, and protection plans.
- Ensure adequate payment of monthly premiums by all clients and establish good and long-lasting relationships on behalf of the company for continuous sales.
- Propagate the benefits of Life insurance to prospective customers in private, federal, and state organizations within Lagos state and develop new strategies to create new businesses.
Requirements:
- Risk-taker with strong analytical skills, attention to detail, and effective communication skills.
- Good negotiating and persuading skills, as well as excellent communication skills and ability to be a team player.
Benefits:
- Strictly Commission and Allowance remuneration package.
- Life Insurance Monthly Allowance: N85,000.
- General Insurance Monthly Allowance: N55,000.
Note: This role is strictly for candidates within Lagos state.
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