2 Ey jobs in Nigeria
Insurance Financial Advisor
Lagos, Lagos
FORTIS GLOBAL INSURANCE
Posted 1 day ago
Job Viewed
Job Description
An Insurance Financial Advisor is responsible for selling insurance products and managing, maintaining client relationships, processing insurance policies, and ensuring smooth communication between clients, insurance companies, and internal teams. Their role involves both administrative and customer service tasks, ensuring that policies are properly handled and clients receive excellent service.
br>Job Description of an Insurance Financial Advisor
Key Responsibilities:
Client Management:
Build and maintain relationships with clients to understand their insurance needs.
Provide guidance on policy options and assist in selecting appropriate coverage.
Handle client inquiries, complaints, and policy modifications.
Policy Administration:
Process applications, endorsements, renewals, and cancellations of insurance policies.
Ensure all policy documents are accurately prepared and sent to clients.
Maintain and update client records in the system.
Sales and Business Development:
Identify potential clients and promote insurance products.
Cross-sell or upsell additional insurance services.
Meet sales targets and contribute to the growth of the insurance portfolio.
Claims Assistance:
Guide clients through the claims process and ensure timely submission of required documents.
RENUMERATION
1. COMMISSION (STRICTLY)
2. ALLOWANCE
3. HMO
4. COMPANY COOPERATIVE
br>Job Description of an Insurance Financial Advisor
Key Responsibilities:
Client Management:
Build and maintain relationships with clients to understand their insurance needs.
Provide guidance on policy options and assist in selecting appropriate coverage.
Handle client inquiries, complaints, and policy modifications.
Policy Administration:
Process applications, endorsements, renewals, and cancellations of insurance policies.
Ensure all policy documents are accurately prepared and sent to clients.
Maintain and update client records in the system.
Sales and Business Development:
Identify potential clients and promote insurance products.
Cross-sell or upsell additional insurance services.
Meet sales targets and contribute to the growth of the insurance portfolio.
Claims Assistance:
Guide clients through the claims process and ensure timely submission of required documents.
RENUMERATION
1. COMMISSION (STRICTLY)
2. ALLOWANCE
3. HMO
4. COMPANY COOPERATIVE
This advertiser has chosen not to accept applicants from your region.
0
Marketer / Sales/ Financial advisor
Abuja, Abuja Federal Capital Territory
Prudential Zeith Life Insurance
Posted 9 days ago
Job Viewed
Job Description
The Marketer/Sale/Financial Advisor – Abuja (Full Time)
Transform Lives as sale force with Prudential Zenith life insurance, a leading financial services firm committed to providing expert financial planning, investment advice, and wealth management solutions. We pride ourselves on delivering tailored strategies that empower our clients to achieve their financial goals. br>
Your Role
As a Marketer/Sale/Financial Advisor, you will:
️ Build and maintain strong relationships with clients. < r> ️ Provide expert financial planning and investment advice. < r> ️ Analyze financial data to create personalized wealth strategies. < r> ️ Stay updated on market trends and regulatory changes. < r> ️ Meet sales and performance targets to drive business growth. < r>
What We Offer
Competitive salary with performance-based incentives.
Comprehensive training and professional development opportunities.
A dynamic and supportive work environment.
Opportunities for career advancement in a growing firm.
Transform Lives as sale force with Prudential Zenith life insurance, a leading financial services firm committed to providing expert financial planning, investment advice, and wealth management solutions. We pride ourselves on delivering tailored strategies that empower our clients to achieve their financial goals. br>
Your Role
As a Marketer/Sale/Financial Advisor, you will:
️ Build and maintain strong relationships with clients. < r> ️ Provide expert financial planning and investment advice. < r> ️ Analyze financial data to create personalized wealth strategies. < r> ️ Stay updated on market trends and regulatory changes. < r> ️ Meet sales and performance targets to drive business growth. < r>
What We Offer
Competitive salary with performance-based incentives.
Comprehensive training and professional development opportunities.
A dynamic and supportive work environment.
Opportunities for career advancement in a growing firm.
This advertiser has chosen not to accept applicants from your region.
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