Website Coronation Insurance Plc
Annuity Sales Specialist
Reports to: Head, HNI and Partnerships
Principal Duties & Responsibilities
· Conduct market research and leverage various channels to identify potential clients interested in annuity products.
· Build and expand a network of contacts through referrals, networking events, and online platforms.
· Proactively engage with potential leads and initiate conversations to identify their financial goals and retirement needs.
· Establish trust and credibility with clients through effective communication, active listening, and empathy.
· Conduct comprehensive financial assessments to understand clients’ risk tolerance, investment objectives, and long-term plans.
· Provide personalized recommendations and present suitable annuity products that align with clients’ financial goals.
· Maintain regular contact with clients, conducting reviews and addressing any inquiries or concerns
· Utilize strong sales skills to effectively articulate the benefits and features of annuity products to potential clients.
· Meet or exceed sales targets by actively prospecting, generating leads, and converting them into annuity sales.
· Collaborate with team members and product specialists to address complex client needs and ensure comprehensive solutions.
· Ensure adherence to all relevant regulatory requirements, industry standards, and internal policies.
· Maintain accurate and up-to-date records of client interactions, sales activities, and required documentation.
· Follow established procedures for client onboarding, contract processing, and other administrative tasks, ensuring compliance and efficiency.
Competencies & Skills Requirements
· Knowledge of Insurance and financial industry
· Strong ability to learn and explain investment products
· Sound knowledge of retirement and income planning concept and concerns
· Sales and good communication skills
· Relationship building skills
· Analytical and problem-solving skills
· Networking and Prospecting skills
· Compliance and Regulatory Knowledge
· Organizational and time management skills
· Collaborative skills & continuous improvement
· Degree in Finance, Insurance or related discipline
· Minimum of six (6) years’ sales experience in the insurance industry and minimum 3 years’ agents supervisory experience
To apply for this job please visit www.linkedin.com.