Entry-level Financial Planner at a Reputable Insurance Company

A reputable Insurance company, is recruiting suitably qualified candidates to fill the position below:

Job Title: Financial Planner

Location: Owerri, Imo
Reports to: Unit Manager

Job Objectives

  • The primary focus of this position is to drive the sales of Insurance products to achieve business, revenue and profit targets.


  • Achieving set target
  • Reviewing your own sales performance, aiming to meet or exceed targets
  • Gaining a clear understanding of sales prospecting and closing of sales.
  • Making accurate, rapid cost calculations and providing customers with quotations as at when needed
  • Cold calling to arrange meetings with potential customers to prospect for new businesses.
  • Creating detailed proposal documents, often as part of a formal bidding process which is largely dictated by the prospective customer
  • Negotiating the terms of an agreement and closing sales
  • Submitting activity and results reports, such as daily calls, weekly work plans, and monthly and annual reports/ analyses
  • Contributing to team efforts by accomplishing related results as needed
  • Maintaining relationships with clients by providing support, information, and guidance; researching and recommending new opportunities; recommending profit and service improvements.

Job Requirements

  • Relevant Insurance professional qualifications would be an added advantage.


  • None needed.

Application Closing Date
Not Specified.

How to Apply

Interested and qualified candidates should send their Applications to: urgentrecruitments2017@gmail.com stating the role applied for as the subject of their email.

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