Financial Advisor

2 days ago

Lagos, Lagos, Nigeria Tangerine Africa Full time ₦1,500,000 - ₦3,000,000 per year

**Job Description – Relationship Officer

Tangerine Life**

We are a digital financial service provider that consistently goes the extra mile to improve the financial security of our consumers. By merging deep consumer insights and cuttingedge technology, we have built a range of carefully tailored products which improve the

quality of your life.

We provide solutions that cater to today, while also securing tomorrow. Our vision is to be the preferred digital financial solutions provider, with a reputation for innovation and trustworthiness.

Our work life is fun, liberal and unintimidating. We live the #TangerineLife, symbolizing a

burst of positive energy, creative expression and an innovative culture.

We are a group of dynamic people, who share a common vision and are driven by our values.


•
Customer Focus:
We are customer centric. Our focus is building outstanding

customer experience and lasting relationships.


•
Accountability
: We take responsibility for our words, actions and results.


•
Creativity
: We are unconventional in our approach to delivering innovative solutions that create value.


•
Integrity
: We are honest, transparent and keep to our commitments.


•
Excellence
: We are intentional in consistently producing high-quality results, thereby exceeding the expectations of our stakeholders.

Here is what we bring to the table.


• You get to live the #TangerineLife and work in a dynamic, innovative and rewarding environment.


• Yes, product Commission are competitive.


• Well-rounded personal development experience you also get room to grow for and by yourself.


• Our offices are great. The ambience, the environment, the people, we love it, we hope you will too.

**Now to what we're looking for.

Department: Sales Unit: Life

Insurance

Your role
: Financial Advisor

You will report to: Team Lead

Job Summary: The role involves assessing clients financial needs, recommending appropriate life insurance and savings products, and building longterm relationships based on trust and financial security. You will also play a key role in promoting the company's products, achieving sales targets, and ensuring excellent customer service through personalized financial planning and continuous client support.

Your Key Responsibilities:

Prospects for new customers for life business through direct sales, brokers etc and maximize lead generation.

Ensures timely follow-through and healthy closure rate of leads.

Adheres to the expected level of due diligence, internal policies and KYC norms while opening new

accounts.

Maintain a robust pipeline of prospects.

Closely liaise with the technical team to provide timely and competitive quotes.

Establishes and maintains effective relationships with clients and maintains a high level of customer service.

Provide required reports as and when required.

Your Minimum Qualifications

Bachelor's degree, HND/OND

0 to 1years of relevant experience in Sales Management

Insurance industry experience is an added advantage

Key Competencies

About you

Proactive with critical reasoning

Resilient, tenacious, and integrity

Strong interpersonal and communication

skills (oral & written)

About your expertise

Very strong organizational skills

Goal-oriented with entrepreneurship ability

Proficient in sales and performance management

Ability to work under pressure

Able to understand and work with numbers

Interested candidates should send their CV to **

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