Financial Advisor at Tangerine Life

About the Role

A reputable organization seeks a dedicated individual to drive growth in the life insurance business through direct sales and strategic client relationship management.

Key Responsibilities

• Prospect for new customers in the life business through direct sales, brokers, and other channels to maximize lead generation
• Ensure timely follow-through and maintain a healthy closure rate on leads
• Adhere to expected due diligence standards, internal policies, and KYC norms when opening new accounts
• Maintain a robust pipeline of qualified prospects
• Liaise closely with the technical team to provide timely and competitive quotes
• Establish and maintain effective relationships with clients while delivering high-level customer service
• Provide required reports as needed

Minimum Qualifications

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

Key Competencies

About You

• Proactive with strong critical reasoning skills
• Resilient, tenacious, and demonstrate integrity
• Strong interpersonal and communication skills (oral and written)

About Your Expertise

• Very strong organizational skills
• Goal-oriented with entrepreneurial ability
• Proficient in sales and performance management
• Ability to work effectively under pressure
• Comfortable understanding and working with numerical data