FINANCIAL ADVISORS

Sanlam Allianz is currently recruiting proactive, goal-oriented professionals to join their team as Financial Advisors (Sales & Marketing) across multiple locations nationwide.

As a Financial Advisor, you will play a central role in delivering expert financial advice on insurance protection, generating leads, and closing business transactions on behalf of the company. If you have a passion for sales, strong relationship-building skills, and a drive to succeed, this opportunity offers a rewarding path in financial services.

Key Responsibilities

Selected candidates will be responsible for driving sales growth and maintaining excellent client relationships through the following duties:

  • Prospecting & Lead Generation: Identifying potential prospects within specified target audiences for insurance products and mapping out strategic sales presentations.
  • Product Knowledge: Staying updated on features, terms, conditions, documentation, and processes across all insurance product classes, conveying these details clearly to existing and prospective clients.
  • Sales Execution: Actively selling insurance products and service offerings to new and existing customers.
  • Application Assistance: Guiding customers in gathering required documentation and completing application forms for various policy products.
  • Financial Advisory: Assisting clients in evaluating their financial and investment needs, matching them with suitable Retail Products.
  • Payment Support: Advising clients on available payment channels and digital platforms to settle policy premiums.
  • Market Insights: Providing accurate market trends and customer feedback to support sales forecasting, budgeting, and market penetration strategies.
  • Compliance & Validation: Validating and collecting relevant customer documentation in strict adherence to product requirements and regulatory standards.
  • Customer Care: Handling customer complaints and inquiries promptly, escalating complex cases to Retail Distribution officers as needed.
  • Claims & Premium Information: Supplying accurate information regarding premium payments and claims requests as needed.

Job Summary Details

  • Position Title: Financial Advisors (Sales & Marketing)
  • Company: Sanlam Allianz
  • Sector: Insurance / Financial Services
  • Locations: Lagos, Ibadan, Akure, Enugu, Aba, Onitsha, Port Harcourt, Uyo, Benin, Warri, Abuja, Kano, and Jos

Applicant Requirements & Competencies

Academic Qualification & Experience

  • Minimum Education: Minimum of HND in any discipline.
  • Experience: Previous experience in a sales-related role is an added advantage.

Required Competencies

  • Strong drive for results
  • Confident and articulate communication
  • Ability to communicate clearly and professionally
  • Strong networking and relationship-building skills
  • Basic computer appreciation skills
  • Good attention to detail and accurate record-keeping

How to Apply

Interested and qualified candidates should complete their application process online:

Need help with the application process, or do you need a professional CV and Cover letter? Contact us on WhatsApp HERE
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