JOB DESCRIPTION:

A Financial Advisor is responsible for providing businesses and individuals with sound advice regarding their financial planning, investments and insurance options. Their duties include meeting with clients to establish their needs and onboarding them into the company through giving them investment/insurance plans that suits their specific... needs.

RESPONSIBILITIES:


Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
Securing  and establishing progressive savings accounts
Performing market research to stay current with financial trends
Preparing financial documents, such as income projections and investment reports
Maintaining compliance with all rules and regulations in the financial industry
Identifying and pursuing potential clients to maintain a strong client base


SKILLS:

A Financial Advisor uses many soft skills and a variety of industry expertise to help clients reach their financial goal and improve their employer’s business, including:


In-depth understanding of employer, industry and federal regulations guiding the financial industry space.
Knowledge of financial options, including investments, savings accounts options
Proficiency with word processing, spreadsheet and power point.
Thinking skills and the ability to assess clients’ needs
Excellent communication abilities, including writing, speaking and active listening
Effective sales, presentation and customer service skills
Good organization and time management skills.


EXPERIENCE:


Minimum experience =0
Maximum experience = 3 years


REMUNERATION:


Commissions
Performance pays
Incentives more

Requirements:


The candidate MUST live in Asaba or surrounding towns (Onitsha and towns in Asaba)
Ability to identify viable markets, prospects, follow up on prospects, tackle objections and close quality sales
Good communication and interpersonal skills
Presentation skills
Ability to work with little or no supervision
Enhance customer relationship management
Keep and update... records


Qualification:


BSc/HND/OND/NCE in any discipline


Remuneration:


Base pay allowance
Commissions
HMO
Pension
Career Advancement
Travel Incentives
Other incentives more

Role Description


This is a full-time hybrid role for a Claims Officer at Prudential Zenith Life Insurance in Lagos, with flexibility for remote work.
The Claims Officer will be responsible for handling and managing insurance claims on a day-to-day basis.


Qualifications


Analytical Skills and Claims Handling expertise
Effective Communication and Claims Management... abilities
Experience in Insurance Claims processing
Excellent organizational and problem-solving skills
Attention to detail and accuracy in claim assessment
Ability to work independently and collaboratively
Knowledge of insurance regulations and policies
Relevant certification in Insurance or related field is a plus more

Financial Sales Executive will be working from our Zenith Bank branch, to introduce our Prudential Zenith Life policies to walk in customers.
Requirements : 

BA, BSc, HND

Responsibilities:

Achieve agreed-upon sales targets and outcomes within the schedule
Coordinate sales efforts with team members and other departments
Analyze the territory/market’s potential, track sales, and status reports
Supply management with reports on customer needs, problems, interests, competitive activities, and potential for new products and services.

Requirements:

Minimum... academic qualification of HND in any relevant field
The candidate must have a clear passion for sales
Candidates with Retail sales and Insurance sales experience would have an advantage
Should be able to meet set targets and drive business in line with the company goals
Must possess excellent social and interpersonal skills
Be bold, smart, and courageous
Must possess good presentation skills
Ability to generate new leads
Ability to work with minimum supervision
Ability to adapt to change
Proficiency in the use of Microsoft Office tools. more