VACANCY: Financial Advisor

Location: Lagos
Key Responsibilities and Accountabilities
  • Identify and establish a business relationship with potential clients.
  • Provide excellent customer service delivery to clients.
  • Use product knowledge to maximize the sale of appropriate products that meet the need of the customer.
  • Develop network in high-Income persons market space to find prospective clients.
  • Work on generating a list of prospective clients.
  • Develop sales through effective identification and analysis of the financial needs of clients.
  • Use product knowledge to maximize the sale of appropriate products that meet the need of the customer
  • Maintain a high presence at social functions and events to enhance AXA Mansard’s market presence
  • Maintain a high level of customer interface thus leading to additional referrals from existing clients.
  • Conduct discovery interviews and utilize information gathered to offer risk management solutions to clients.
Other activities aside from key responsibilities:
  • Submits weekly / monthly prospects list to the office manager which should result in sales.
  • Generating Leads which should result in sales.
  • Cross-selling of policies to existing and new customers
  • Sales of all policies at their discretion to customers other than those who walk into the Agency office
  • Willingness to attend social gatherings that will benefit the business
Required Skills and Competencies
  • HND, B.Sc
  • Exceptional customer service skills
  • Excellent relationship management skills
  • Sound knowledge of insurance
  • Ability to use a computer system and necessary work tools such as MS Word and MS Excel
  • Sound verbal communication and strong written communication skills
Interested and qualified candidates should send their CV to: alphasalesrecruitment@axamansard.com using “Red Rose” as the subject of the mail.
Application Deadline 1st May, 2020.

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