Retail Financial Advisor

Responsibilities:

• Market and promote a variety of insurance products (Family and General).
  


• Build, manage, and retain a portfolio of individual and corporate clients.
  


• Provide professional financial planning and insurance advisory services.
  


• Achieve assigned sales targets and support overall team performance.
  


• Proactively follow up on leads and develop lasting client relationships.
  


• Participate in regular training and development programs to enhance sales and advisory skills.
  


• Ensure full compliance with regulatory standards and company policies in all activities.
  


• Uphold the highest standards of confidentiality in handling company-related information, ensuring compliance with data protection laws and internal policies.
  


• Promptly report any suspected data breaches or unauthorized access to the appropriate company authority.
  


• Execute any other duties and tasks that may be designated or assigned by the Company.
  


• To provide 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 continuous professional development.
  


• Career progression opportunities within the agency structure.
  


• Recognition, awards, and incentive programs for outstanding performance.
  

Skills and Competencies:

• Basic understanding of Takaful principles and insurance underwriting.
  


• Excellent interpersonal and communication skills.
  


• Strong passion for sales and financial advisory services.
  


• Self-motivated, confident, and target-driven personality
  


• Proficiency in Microsoft Office and insurance software.
  

KPIs and Performance Metrics:

1. Sales Achievement: Percentage of monthly and quarterly sales targets met.

2. Client Acquisition: Number of new individual and corporate clients onboarded.

3. Client Retention Rate: Percentage of existing clients retained and renewed.

4. Lead Conversion Rate: Ratio of leads converted into successful policy sales.

5. Customer Satisfaction: Feedback ratings and referrals from clients.