About the Role
Trinity Financial Services Limited, a licensed financial advisory and wealth management company supervised by the Central Bank of Nigeria (CBN) in Lagos, is seeking a dynamic Insurance Broker. In this pivotal role, you will leverage your industry expertise to deliver bespoke financial and insurance solutions to our esteemed corporate and individual clients, driving portfolio growth and maintaining our reputation for excellence.
Key Responsibilities- Research, compare, and market diverse insurance products tailored to client needs.
- Serve as the primary point of contact for clients, expertly handling policy renewals and modifications.
- Proactively identify new lead opportunities and network within the community to expand our client base.
- Ensure all documentation strictly complies with regulatory requirements and state standards.
- Manage diverse financial deals encompassing investments, real estate, and insurance.
- Act as a trusted liaison between parties, cultivating strong relationships and overseeing end-to-end sales administration.
- Provide exceptional customer service, successfully close deals, and manage post-sale documentation processing.
- Bachelor's Degree in Accounting, Economics, Marketing, or Insurance.
- Master's degree represents a distinct advantage.
- 5 to 8 years of relevant experience, including at least 2 years in a managerial capacity.
- Valid professional insurance license and certifications.
- Proven background in marketing and insurance advisory.
- Bilingual proficiency in spoken and written English and Yoruba.
- Strong negotiation, influencing, time management, and client relationship skills.
- Proficiency in MS Excel, PowerPoint, and robust numerical and analytical capabilities.
- Demonstrated experience managing corporate entities and high-net-worth individuals.
- Competitive salary package commensurate with experience.
- Opportunities for professional development and career advancement.
- Comprehensive health insurance and wellness benefits.
- Dynamic, collaborative work environment with industry leaders.