Key Responsibilities
- Research, compare, and market various insurance products
- Act as a point of contact for clients and 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.
Qualifications & Academic Requirements
- A Bachelor's Degree qualification in accounting, economics, or marketing in insurance sales and brokerage
- Must have a 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
- The candidate must be experienced in marketing
- Sound spoken and written communication in English and Yoruba
- Strong influencing and negotiating skills
- Time Management
- Client management
- Insurance Advisory
- Technical Competence in the use of MS Excel, PowerPoint, and others
- String numerical and analytical skills
- Experience with managing corporates and high-net-worth individuals.
Method of Application
Interested and qualified candidates should forward their CV to: onamiremi.ekeifo@trinityfinancialng.com using the job title e.g "Securities Broker" as the subject of the email.
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