Bancassurance Referral Officer
Old Mutual Nigeria
Nigeria, 1
5d ago
source : PNet

This role assists the Team Lead in ensuring that the key financial expectations in terms of premium revenue are met. The incumbent is individually accountable for achieving results through own efforts.

  • JOB DESCRIPTION : · Collation of sales leads generated via referrals from the assigned bank partner · Make appointments;
  • explore the customers' financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range.

  • Direct selling of various financial products to the customers with a view to meeting set sales targets. · Basic quality check and processing of completed policy forms and KYC documents · Post-
  • sales servicing and customer relationship management · Compiling a database of the Ecobank foot falls and generated prospects from walk-

    in customers - Academic qualification : Bachelors' Degree or / HND in any discipline - Must have completed the mandatory NYSC programme -

    Minimum 2 years work experience - Excellent verbal and written communication skills - Selling skills and experience (an advantage) -

    Knowledge of Insurance or Banking products (an advantage) - Great interpersonal skills - Academic qualification : Bachelors' Degree or / HND in any discipline -

    Must have completed the mandatory NYSC programme - Minimum 2 years work experience - Excellent verbal and written communication skills -

    Selling skills and experience (an advantage) - Knowledge of Insurance or Banking products (an advantage) - Great interpersonal skills

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