Duties and Responsibilities

Understand clients’ financial needs
Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
Answer clients’ questions and address concerns
Give advice to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
Manages clients accounts and files.
Requirements

Bachelor’s Degree, HND / NCE in related field.
1-2 years of experience as a customer service in insurance firm or similar role
Life and health license
Knowledge of securities and insurance industries
Proficient in Word, Excel, Outlook and PowerPoint
Sense of ownership and pride in your performance and its impact on company’s success
Critical thinker and problem-solving skills
Team player
Good time-management skills.
Great interpersonal and communication skills
Knowledge of insurance policies and operation
Must be residing in Lagos State Nigeria.
Salary
N140,000 - N170,000 monthly.

Application Closing Date
28th February, 2023.

Method of Application
Interested and qualified candidates should send their CV to: recruitmentafricanalliance@gmail.com using the Job Title as the subject of the email.