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Insurance Adviser/ Marketing 191 views

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(1) Meet with clients in order to understand their needs and desires, conduct in-depth reviews of the clients financial circumstances, complete risk analysis.

(2) Research the financial market place and inform clients of the existing range of products and services available, prepared financial plans with a mixture of long, medium and short terms investments.

(3) Fully implement the plans approved by the clients, provide clients with updates on the performances of their portfolios.

(4) Negotiate with suppliers in order to secure the best rates for your clients.

(5) Meeting with monthly sales target.

(6) Writing of sales report.

Leadway Assurance Company Ltd was establised in 1970;
Our Vision: To be a leading insurance company and non-bank financial solutions provider in Nigeria, leveraging on our stregic capabilities in other selected markets.
Mission Statement: To be a service provider of choice, bringing insurance as a risk management tool to the consciousness of all. adding value to our clients and stakeholders in an efficient and reliable manner.
“iSCORE”
I – Integrity
S – Service
C – Customer Focus
O – Openness
R – Respect for The Individual
E – Excellence

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