Financial Planner – Lagos – Stresert Services Limited

Responsibilities (Marketing/Sales)
Develop base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
Determine clients’ particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
Sales/marketing of the different insurance product & services.
Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
Complete coverage by delivering policy; planning future follow-up visits and evaluations of needs.
Planning persuasive approaches and pitches that will convince potential clients to do

Job Expectations
To improve the organization’s market position and achieve financial growth by getting new clients and retaining them.
To define long-term organizational strategic goals, builds key customer relationships, identify business opportunities, negotiate and close business deals and maintain extensive knowledge of current market conditions.
To manage existing clients and ensure they stay satisfied and positive.

Requirements
Minimum of first Degree in Insurance or other relevant fields
Good knowledge of the insurance sector
Strong client relationship management and development aptitude.
Solid interpersonal/presentation skills.
Proficient in English communication, Prospecting, Analysis skills
Proven ability to work independently
Proficient in the basic use of Ms Office
Minimum of 2 – 4 years experience (Insurance Marketing)
Must be within the ages of 27 – 32 years ONLY
Desired candidate must be highly presentable

Application Closing Date
5th October, 2016.

How to Apply
Interested and qualified candidates should forward their CV’s to: recruitment@stresertservices.com using “PSE_Lagos” as subject of mail.

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