Broker Associate at Alan & Grant

Alan & Grant – Our work is focused on creating innovative HR and Organizational Development Solutions aimed at Performance Improvement & Business Growth. We currently serve clients across various sectors of the Economy from locations in Jos, Port Harcourt and Lagos.

We are recruiting to fill the position of:

Job Title: Broker Associate

Location: Lagos
Industry: Financial Services

Job Summary

  • The job holder will facilitate business transaction, real estate deals, and act as an intermediary between the parties, create and maintain relationships within clients.
  • He/ She is responsible for ensuring and maintaining customer satisfaction.

Duties & Responsibilities

  • Building and maintaining business relationships with clients
  • Assist prospective clients with filling out forms, communicating with the company, finding the best plans and strategies, and negotiating the final deals
  • Renewing or amending existing policies for client and organization benefits
  • Understand the provisions of each policy and communicate this information to the customer
  • Advising clients on risk management initiatives
  • Discussing and assessing clients current and future needs
  • Manage the financial portfolio of your client
  • Monitor and maintain client investment, research financial markets and pitch for new clients.

Requirements

  • Minimum of 5-7 years experience in Banking, Asset management or related field.
  • B.Sc in Accounting, Finance or relevant background
  • Professional Qualification – CFA, ACA is required. MBA is an added advantage
  • Demonstrating a solid understanding of company’s product and services
  • Strong networking to attract potential clients
  • Accuracy and attention to details with good analytical skills
  • Excellent Alternative Investment knowledge
  • Great interpersonal, verbal and written skills
  • Highly motivated with a desire to take advantage of new opportunities.
  • Proficient with the use of Microsoft Office and other Financial software.

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