Financial Advisor – Old Mutual Nigeria Recruitment

• This role is individually accountable for providing advice on a specific range of products to a specific allocated market.

Description

• Obtaining detailed information about the customer, their business and provide advice in line with the customer value proposition & compliance framework.
• Rendering advice to the customer on appropriate insurance cover and terms.
• Maintaining detailed knowledge of available insurance products for consideration of a client.
• Providing quotation on the insurance products for consideration of a client.
• Providing requisite underwriting information to the insurer in assessing the risk to decide pricing terms and conditions for cover.
• Acting promptly on instructions from a customer and providing him written acknowledgements of risk by the insurer.
• Complying with the guideline on market conduct and business practice for insurance institutions in Nigeria.
• Assisting customers in processing claims in line with the provisions of the “claims management procedure” of the company represented.
• Assisting in the negotiation of claims, protecting salvage and subrogation rights of the insurer.
• Maintaining proper records of claims and businesses generated.
• Develops, tracks & reviews business plan to meet individual performance targets.
• Work with a specific range of products.

Key Result Areas

Sales / Productivity:

• Develops, tracks & reviews business plan to meet individual performance targets.
• Engages in limited prospecting.

Personal Effectiveness:

• Accountable for service delivery through own efforts.
• Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
• Makes increased contributions by broadening individual skills.
• Collaborates effectively with others to achieve personal results.
• Accepts and lives the company values.

Financial Advice:

• Provides advice in line with the customer value proposition & compliance framework.
• Works in specific allocated markets.
• Works with a specific range of products.

Relationship Building:

• Establish sound working relationships and maximizes opportunities with prospective clients.
• Uses appropriate interpersonal and communication techniques to gain client acceptance.

Minimum Requirements

• A first degree or its equivalent,
• Marketing skills in insurance, relevant insurance related qualification, relevant technical insurance skill, knowledge of relevant market conducts regulations and requirements will be an added advantage.
• Must be resident in Abuja.

We Offer

• Market Related.
• Receives a base allowance and commission

Application Closing Date
20th February, 2021.