Bancassurance Referral Officer

Old Mutual Nigeria - (See More Jobs) 4 ★ 1 Reviews

October 22, 2019
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Old Mutual Nigeria is recruiting for fulltime Bancassurance Referral Officer.

Job Details

Old Mutual Nigeria consists of a Life Assurance and General Insurance business and provides a wide spectrum of insurance solutions tailored to meet unique individual and corporate clients' circumstances.

We are recruiting to fill the position below:

Job Title: Bancassurance Referral Officer
REF: 1396/NIGE/OO/Bancassurance Referral Officer/Nigeria/211019
Location: Nigeria
Contract: Temporary / Contract
Category: Insurance 
Key Focus

  • This role assists the Team Lead in ensuring that the key financial expectations in terms of premium revenue are met. The incumbent is individually accountable for achieving results through own efforts.

Key Responsibilities and Accountabilities:

  • ·         Collation of sales leads  generated via referrals from the assigned bank partner  
  • ·         Make appointments; explore the customers’ financial needs in life-related investment and insurance needs areas, select appropriate   product to meet these needs from the company’s product range.
  • ·         Direct selling of various financial products to the customers with a view to meeting set sales targets.
  • ·         Basic quality check and processing of completed policy forms and KYC documents
  • ·         Post- sales servicing and customer relationship management
  • ·         Compiling a database of the Ecobank foot falls and generated prospects from walk-in customers

Key Result Areas

Personal Effectiveness:

  • Accountable for service delivery through own efforts.
  • Individually accountable for managing own time, tasks and output quality over periods of 1 day to a max of three months.
  • Makes increased contributions by broadening individual skills.
  • Collaborates effectively with others to achieve personal results.
  • Accepts and lives the company values.

Job Requirements

Min Required Experience:

2 year(s)

Min Qualification:

Bachelor's Degree/HND

Desired Courses:

Not Specified

Other Requirements:

Qualifications and Experience

  • Academic qualification: Bachelors’ Degree or / HND in any discipline
  • Must have completed the mandatory NYSC programme
  • Minimum 2 years work experience
  • Excellent verbal and written communication skills
  • Selling skills and experience (an advantage)
  • Knowledge of Insurance or Banking products (an advantage)
  • Great interpersonal skills

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About Old Mutual Nigeria

  • Type: Private
  • Headquarters: 3rd Floor EDC Building 19 Adeola Odeku Road Victoria Island Lagos Nigeria

Old Mutual in Nigeria, comprising a Life Assurance and General Insurance business, is a subsidiary of Old Mutual Limited, a premium African financial services group that offers life protection, genera...Know More about Old Mutual Nigeria

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