About this role
Trinity Financial Services Limited in Lagos seeks an Insurance Broker to provide insurance products and advisory services to corporate and individual clients. The role involves researching and marketing insurance products, serving as the main client contact, handling renewals and policy changes, and identifying new leads to grow the client base. The position requires familiarity with the company’s products, strong customer service, ability to close deals, and handling documentation after sales. The employer is a licensed financial advisory and wealth management firm supervised by the Central Bank of Nigeria, with a management team experienced in banking, finance, law, and business.
What you would do
- Research, compare and market various insurance products
- Serve as a point of contact for clients and handle renewals and policy changes
- Identify new lead opportunities and network to grow the client base
- Ensure documentation meets state regulations and requirements
- Manage deals within finance, banking, including investments, real estate, or insurance
- Liaise between parties, build and maintain relationships, administer sales and related administrative tasks
- Maintain familiarity with the company’s products and services
- Provide excellent customer service, close deals, and process documentation after sale
What they are asking for
- Bachelor's degree in accounting, economics, or marketing in insurance sales and brokerage
- 5 to 8 years of experience in the same role and at least 2 years in a managerial role
- Master's degree is an added advantage
- Licensed and certified in insurance
- Experience in marketing
- Fluent spoken and written English and Yoruba
- Strong influencing and negotiating skills
- Good time management and client management
- Technical competence in MS Excel, PowerPoint and similar tools
- Experience working with corporates and high-net-worth individuals
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