Financial Planner

Posted by Peace Agency - VERIFIED EMPLOYER VERIFIED17 Feb 12:25 pmIkeja, Lagos

A reputable Financial Institution is seeking willing and brilliant individual to fill the role of a financial planner

*Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
*Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
*Calculate premiums and establish payment method.
*Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
*Confer with clients to obtain and provide information when claims are made on a policy.
*Contact underwriter and submit forms to obtain binder coverage.
*Customize insurance programs to suit individual customers, often covering a variety of risks.
*Develop marketing strategies to compete with other individuals or companies who sell insurance.
*Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
*Explain features of various policies to promote sale of insurance plans.

*HND/Bsc in Business Administration, Account/Finance
*No experience is required
*Good Communication skills
*Good selling skills
*Team spirit

31st March 2016

I do not want to be contacted by telemarketers.

Business / Corporate Management
Job type:
Full Time
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