Financial Advisor at Old Mutual Nigeria

Old Mutual Nigeria consists of a Life Assurance and General Insurance business and provides a wide spectrum of insurance solutions tailored to meet unique individual and corporate clients’ circumstances.

We are recruiting to fill the position below:

Job Title: Financial Advisor

REF: 1397 / NIGE / OO / Financial Advisor / Nigeria / 041219
Location: Port Harcourt, Rivers
Employment Type: Contract
Available: ASAP
Category: Insurance

Key Focus

This role is individually accountable for providing advice on a specific range of products to a specific allocated market.

Description

Obtaining detailed information about the customer, their business and provide advice in line with the customer value proposition & compliance framework.
Rendering advice to the customer on appropriate insurance cover and terms.
Maintaining detailed knowledge of available insurance products for consideration of a client.
Providing quotation on the insurance products for consideration of a client.
Providing requisite underwriting information to the insurer in assessing the risk to decide pricing terms and conditions for cover.
Acting promptly on instructions from a customer and providing him written acknowledgements of risk by the insurer.
Complying with the guideline on market conduct and business practice for insurance institutions in Nigeria.
Assisting customers in processing claims in line with the provisions of the “claims management procedure” of the company represented.
Assisting in the negotiation of claims, protecting salvage and subrogation rights of the insurer.
Maintaining proper records of claims and businesses generated.
Develops, tracks & reviews business plan to meet individual performance targets.
Work with a specific range of products.

Key Result Areas
Sales / Productivity:

Develops, tracks & reviews business plan to meet individual performance targets.
Engages in limited prospecting.

Personal Effectiveness:

Accountable for service delivery through own efforts.
Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
Makes increased contributions by broadening individual skills.
Collaborates effectively with others to achieve personal results.
Accepts and lives the company values.

Financial Advice:

Provides advice in line with the customer value proposition & compliance framework.
Works in specific allocated markets.
Works with a specific range of products.

Relationship Building:

Establish sound working relationships and maximizes opportunities with prospective clients.
Uses appropriate interpersonal and communication techniques to gain client acceptance.

Minimum Requirements

A First Degree or its equivalent
Marketing skills in insurance, relevant insurance related qualification, relevant technical insurance skill, knowledge of relevant market conducts regulations and requirements will be an added advantage.
Must be resident in Port Harcourt.

We Offer