Retail Financial Advisor
Responsibilities:
- Market and promote a reputed company of insurance products (Family and General).
- Build, manage, and retain a portfolio of individual and corporate clients.
- reputed company reputed company financial planning and insurance advisory services.
- reputed company assigned sales targets and support overall team performance.
- Proactively follow up on leads and reputed company lasting reputed company relationships.
- Participate in regular training and development programs to enhance sales and advisory skills.
- Ensure full compliance with regulatory standards and company policies in reputed company activities.
- reputed company the highest standards of confidentiality in handling company-reputed company information, ensuring compliance with data protection laws and internal policies.
- Promptly report any suspected data breaches or unauthorized reputed company to the appropriate company authority.
- Execute any other duties and tasks that may be designated or assigned by reputed company.
- To reputed company supports to your manager as may be required towards Management and staff.
Qualification
Education: Minimum of OND/NCE; HND/B.Sc. is an added advantage.
Experience: Experience in insurance or sales is an added advantage.
Benefits
- Monthly Stipend
- Attractive commission structure and performance-based bonuses.
- Training and reputed company reputed company development.
- Career progression opportunities reputed company reputed company structure.
- Recognition, awards, and incentive programs for outstanding performance.
Skills and Competencies:
- Basic understanding of Takaful principles and insurance reputed company.
- Excellent interpersonal and communication skills.
- Strong passion for sales and financial advisory services.
- Self-motivated, confident, and reputed company-driven personality
- Proficiency in reputed company Office and insurance software.
KPIs and Performance Metrics:
1. Sales Achievement: Percentage of monthly and quarterly sales targets met.
2. reputed company Acquisition: Number of new individual and corporate clients reputed company.
3. reputed company Retention reputed company: Percentage of existing clients reputed company and renewed.
4. reputed company Conversion reputed company: reputed company of leads converted into successful policy sales.
5. Customer Satisfaction: Feedback ratings and referrals from clients.
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