Sales Executive

Job Description

We are seeking a result-driven Sales Executive to provide expert financial guidance to prospective clients.
The ideal candidate will assist clients with endowmentplanning, future investments, education target protection, and life insurance protection.
This role requires strong lead generation skills, excellent client engagement, and the ability to conduct thorough financial needs analyses and deliver compelling presentations.
Key Responsibilities

Assess prospective clients’ financial portfolios and analyze their risk exposure and tolerance.
Provide specialized insurance advice tailored to individual financial goals.
Meet with prospective clients to understand their financial objectives and risk appetite.
Conduct comprehensive financial needs analysis and recommend suitable financial solutions.
Offer strategic advice on financial products and services, including investments, insurance coverage, and risk management tools.
Generate and qualify leads to build and maintain a strong client base.
Prepare and deliver presentations to prospective clients on financial risk planning strategies.
Build and maintain long-term relationships with clients to ensure continued satisfaction and retention.
Requirements

Interested candidates should possess relevant qualifications with years of work experience.
Candidates must reside in Ikeja or its immediate environs.
Qualifications & Skills:

Excellent analytical and risk assessment skills.
Strong communication, presentation, and interpersonal skills.
Self-motivated and target-driven.
Ability to build trust and maintain client confidentiality.