Life planners

A Reputable Company

Job Summary

Perform duties of Life Planners

  • Minimum Qualification: High School (S.S.C.E)
  • Experience Level: Mid level
  • Experience Length: 1 year

Job Description

A Reputable Company seeks the services of Life Planners

Job Title: Life Planners

Job Location: Accra, Greater Accra

Job Description

  • Develop positive working relationships with clients
  • Approach clients via cold calling and direct mail to inquire about their insurance situations and future needs
  • Deliver policy proceeds after a claim is filed and approved
  • Communicate with Insurance Adjusters about the life cycle of each claim
  • Explain the differences in policy specifics so clients can make informed decisions about their purchases
  • Assist with obtaining underwriting approval
  • Respond to clients’ questions and complaints
  • Follow up with clients after initial meetings or conversations
  • Participate in continuing education programs in both insurance and sales

Qualification and Requirements

  • Minimum of an SHS, HND and Degree is required
  • At least 1 year experience in sales
  • Good communication skills
  • Good interpersonal skills
  • 25 years minimum (Matured, work with minimum supervision)

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