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Job Objectives:
To provide financial advice and financial planning services
to UBA’s clients, as well as to take responsibility
for sales cycle activities within the bancassurance
environment.
Responsible for:
The provision of sound financial planning and consulting
services to bancassurance clients;
• Compiling and analyzing financial information
• The preparation of financial plans for clients
• Recommending bancassurance product solutions suited
to client needs
• Maintaining productivity levels with high quality
of business, whilst managing the risk of such business
• Maintaining detailed records to comply with the legal
regulations
• Financial products update and legislation
Job Requirements:
• WASC/SSCE or relevant equivalent with credits in Mathematics
and English. A higher degree/professional qualification
will be advantageous
• Proven sales and marketing track record in the financial
services sector
• At least 3 years marketing experience in the insurance/financial
services industry
• Excellent communication and interpersonal skills.
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