Financial Advisor at Tangerine Life

About the Role

Tangerine Life seeks a dedicated Financial Advisor to drive business growth in the life insurance sector. You will be responsible for identifying and acquiring new customers through direct sales, broker networks, and other channels while maintaining high service standards and operational excellence.

Key Responsibilities

• Generate new business prospects for life insurance through direct sales, broker partnerships, and other channels
• Maximize lead generation and maintain a robust pipeline of prospects
• Ensure timely follow-up and achieve healthy lead closure rates
• Adhere to due diligence requirements, internal policies, and KYC (Know Your Customer) norms when opening new accounts
• Work closely with the technical team to provide timely and competitive quotes to clients
• Build and maintain effective client relationships with a focus on exceptional customer service
• Provide required reports as needed

Minimum Qualifications

• Bachelor's degree, HND, or OND
• 0–1 year of relevant experience in Sales Management
• Insurance industry experience is an added advantage

Key Competencies

• Proactive with strong critical reasoning abilities
• Resilient, tenacious, and demonstrate integrity
• Excellent interpersonal and communication skills (oral and written)
• Highly organized with strong organizational capabilities
• Goal-oriented with entrepreneurial mindset
• Proficient in sales and performance management
• Ability to work effectively under pressure
• Comfortable working with numbers and financial analysis