Bancassurance Financial Advisor

Full Time Greater Accra Old Mutual
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Deadline: 01/04/2021
Qualification: Degree
Work Experience: Experienced
Industry: Commerce

Provides life insurance advice in line with the customer value proposition & compliance framework.

Develops, tracks & reviews business plan to meet individual performance targets on daily, weekly and monthly basis.

Work in opened, available and specific markets with a specific range of products.

Prospecting

KRAs

Relationship Building

Financial Advice

Sales / Productivity / APE / Persistency

Accountabilities

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 maximum of 1 year.

Makes increased contributions by broadening individual skills.

Collaborates effectively with others to achieve personal results.

Accepts and lives the company values.

Sales/Productivity / Persistency / APE

Develops, tracks & reviews business plan to meet individual performance targets.

Engages in prospecting.

Financial Advice:

Provides advice in line with the customer value proposition & compliance framework.

Works in general and specific allocated markets.

Works with a specific range of products.

Educational Requirements

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  • Salary: $Confidential
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