The Financial Advisor will be responsible for identifying client needs, offering tailored insurance solutions, and driving sales growth. The role focuses on client acquisition, relationship management, and delivering professional financial advisory services to support Pioneer Assurance’s mission of protecting lives and securing futures.

Key Responsibilities

Client Advisory & Sales

• Provide financial planning and insurance advisory to individual and corporate clients.
• Match client needs with appropriate life insurance products.
• Meet and exceed assigned sales targets.

Business Development

• Prospect and onboard new clients through referrals, networking, and market outreach.
• Participate in marketing campaigns and promotional activities.

Relationship Management

• Maintain strong client relationships through regular policy reviews and follow-ups.
• Ensure high levels of customer satisfaction and retention.

Compliance & Reporting

• Adhere to regulatory requirements and company policies.
• Keep accurate records of client interactions and sales activities.
• Submit timely reports to supervisors.

Qualifications & Experience

• Diploma or Bachelor’s degree in Business, Finance, Insurance, or related field.
• COP certification (Certificate of Proficiency in Insurance) is an added advantage.
• Prior experience in sales, insurance, banking or financial advisory is an added advantage.
• Strong knowledge of insurance products and financial planning concepts.

Skills & Competencies

• Excellent communication and interpersonal skills.
• Strong negotiation and presentation ability.
• Self-driven with a passion for sales and client service.
• Integrity and professionalism in handling client information.

Performance Indicators

• Achievement of monthly and annual sales targets.
• Growth in client portfolio.
• Customer satisfaction and retention rates.
• Compliance with company and regulatory standards.

• Provide financial planning and insurance advisory to individual and corporate clients.
• Match client needs with appropriate life insurance products.
• Meet and exceed assigned sales targets.
• Prospect and onboard new clients through referrals, networking, and market outreach.
• Participate in marketing campaigns and promotional activities.
• Maintain strong client relationships through regular policy reviews and follow-ups.
• Ensure high levels of customer satisfaction and retention.
• Adhere to regulatory requirements and company policies.
• Keep accurate records of client interactions and sales activities.
• Submit timely reports to supervisors.

• Excellent communication and interpersonal skills.
• Strong negotiation and presentation ability.
• Self-driven with a passion for sales and client service.
• Integrity and professionalism in handling client information.

• Diploma or Bachelor’s degree in Business, Finance, Insurance, or related field.
• COP certification (Certificate of Proficiency in Insurance) is an added advantage.
• Prior experience in sales, insurance, banking or financial advisory is an added advantage.
• Strong knowledge of insurance products and financial planning concepts.