Insurance Adviser | Team Leader | Business Partner

Insurance Adviser | Team Leader | Business Partner The three roles cover responsibilities across client advisory services, team leadership, and strategic partnering to align business goals with client needs. Insurance Adviser Job Summary: An Insurance Adviser is responsible for assisting clients in managing their finances by offering financial advice, products, and services. The role typically involves analyzing financial data, understanding client needs, and recommending suitable financial solutions such as investments, insurance, savings plans, and loans. Key Responsibilities Client Relationship Management: Identify and reach out to potential clients; conduct meetings to understand client financial goals and needs; maintain long-term relationships to ensure satisfaction and loyalty; provide advice on financial products and services tailored to client profiles; recommend strategies for investment, budgeting, savings, and debt reduction; stay updated with market trends, economic forecasts, and financial regulations; promote and sell financial products such as insurance policies, mutual funds, retirement plans, and loans; meet or exceed sales targets and KPIs. Documentation & Compliance: Prepare and process necessary documents related to financial products and services; ensure compliance with financial laws, regulations, and company policies; analyze financial statements, credit history, and market data to assess risks; suggest financial instruments that minimize risk and maximize return. Requirements Working knowledge of insurance products. Excellent communication, negotiation, and interpersonal skills. Ability to build trust and maintain strong client relationships. High level of integrity and professionalism. Bachelor’s degree in finance, business, or a related field (preferred). Compensation and Benefits Highly competitive compensation base. HMO and life insurance. Professional development and training. Flexible working hours and hybrid work setup. Perks such as incentives and trips. Team Leader Job Summary: The Team Leader is responsible for leading a team of insurance advisers, developing strategic sales plans, and driving revenue growth. This role oversees team performance, fosters key customer relationships, identifies new business opportunities, and ensures alignment with company goals. Key Responsibilities Sales Strategy & Planning: Develop and implement effective sales strategies; set short-term and long-term sales targets and forecast revenue; lead, mentor, and manage advisers; recruit, train, and develop advisers. Business Development & Client Management: Build and maintain strong customer relationships; identify potential clients and strategic partnerships; promote and sell financial products; meet or exceed sales targets. Documentation & Compliance: Prepare and process necessary documents; ensure compliance with laws and policies. Reporting & Analysis: Report on sales metrics and forecast for the downline team. Requirements Working knowledge of insurance products. Strong leadership, communication, negotiation, and interpersonal skills. Ability to build trust and maintain strong client relationships. High level of integrity and professionalism. Proven track record of meeting or exceeding sales targets. Bachelor’s degree in finance, business, or a related field (preferred). Compensation and Benefits Highly competitive compensation base. Team overrides commission HMO and life insurance. Professional development and training. Flexible working hours and hybrid work setup. Perks such as incentives and trips. Opportunities for professional growth and development; Hybrid and flexible work arrangements. Business Partner Job Summary: The Business Partner is a key strategic adviser who collaborates with multiple team leaders to support strategic planning, performance improvement, and operational execution. This role ensures that business objectives are aligned with organizational capabilities by providing insight-driven analysis, facilitating cross-functional collaboration, and driving process and organizational improvements. Key Responsibilities Strategic Planning & Business Alignment: Work with team leaders to understand goals, translate objectives into actionable plans, and ensure alignment across the company. Business Development & Client Management: Build and maintain strong relationships; identify potential clients and partnerships; promote financial products and meet targets. Stakeholder Engagement & Relationship Building: Serve as a trusted advisor; foster collaboration between operational teams and Head Office; guide stakeholders through data and communication. Documentation & Compliance: Prepare and process documents; ensure compliance; promote and sell financial products; meet targets. Expansion & Development: Lead, mentor, and recruit advisers; develop recruitment systems for sustainability. Reporting & Analysis: Report on sales metrics and prepare forecasts for the downline team. Requirements Working knowledge of insurance products. Strong leadership, communication, negotiation and interpersonal skills. Ability to build trust and maintain strong client relationships. High level of integrity and professionalism. Proven track record of meeting or exceeding sales targets. Bachelor’s degree in finance, business, or a related field (preferred). Compensation and Benefits Highly competitive compensation base. Team overrides commission HMO and life insurance. Professional development and training. Flexible working hours and hybrid work setup. Perks such as incentives and trips. Opportunities for professional growth and development; Hybrid and flexible work arrangements. Note: This job description consolidates three related roles and removes extraneous postings and boilerplate not directly related to the positions described above. #J-18808-Ljbffr