Managing Director

Managing Director at Trinity Financial Services

Trinity Financial Services Limited is a licensed financial advisory and wealth management company in Lagos State, Nigeria. The company provides custom-made financial services to both corporate and individual customers, and is supervised by the Central Bank of Nigeria (CBN). The Board and Management teams are composed of seasoned individuals with diverse expe...

Managing Director

• Job Type Full Time
• Qualification BA/BSc/HND
• Experience 5 - 8 years
• Location Lagos
• Job Field Administration / Facilities

Job Description

• Research, compare, and market various insurance products.
• Act as a point of contact for clients, handle renewal and policy changes.
• Proactively identify new lead opportunities and network within the community to grow the existing client’s base.
• Ensure all documentation meets state regulations and requirements.
• Manage various deals such as investments, real estate, or insurance within the finance and banking industries.
• Act as a liaison between parties, create and maintain relationships, administer sales, and perform administrative tasks.
• Must be familiar with the products and services that our company offers.
• Excellent customer service, closing deals, and processing documentation after the sales process is complete.

Academic Requirements

• A Bachelor’s Degree qualification in Accounting, Economics, or Marketing in insurance sales and brokerage.
• Must have 5-8 years of experience in the same position and 2 years within a managerial position.
• A master's Degree is an added advantage.
• Must be licensed and certified in insurance.

Required Skills

• The candidate must be experienced in marketing.

• The candidate must have sound spoken and written communication in English and Yoruba.

• Strong influencing and negotiating skill.

• Time Management.

• Client management.

• Insurance Advisory.

• Technical competence in the use of MS Excel, PowerPoint, and others.

• String numerical and analytical skill.

• Experience with managing corporates and high net-worth individuals.

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