Team Member, Retail Sales at ARM Hold Co.
ARM Life formerly CrystaLife Assurance Plc. is the insurance subsidiary of Asset & Resource Management Company Ltd (ARM).
Its parent company, ARM is one of the largest non-bank financial services firms in Nigeria with a focus on asset management. Established in 1994, ARM started operations as a traditional asset management company specialising in the management of quoted equities and fixed income securities. However, over the years, the Firm has taken advantage of opportunities in various sectors of the Nigerian economy and has proven its ability to identify and develop new strategic businesses and integrate these to strengthen its asset management business model. This ability has resulted in the evolution of the Firm into a diversified financial services institution with businesses divided into two distinct parts within which various products and bespoke asset management services are offered to our diverse clients, focusing on Traditional Asset Management and Specialised Funds. ARM currently manages total assets of over N500bn.
ARM Life has a strong track record in the group life insurance sector with favourable references across the industry. It is licensed and regulated by the National Insurance Commission of Nigeria (NAICOM) to underwrite Life, Annuity and Health insurance.Job Summary
The ideal candidate is expected to apply pro-active, methodical and innovative working practices to identify and develop renewable business opportunities, create and maintain strong client relationships, market and sell a range of financial products across investments, stockbroking and estate planning, whilst providing best advice and a quality service.
Job Details
KEY RESPONSIBILITIES
Business Development:
Identify new business opportunities and cross-sell financial products and services products across investments, stockbroking and estate planning.
Develop strategies and go to market approaches to acquire new relationships and significantly grow the funds under management through digital initiatives.
Collaborate with other business segments to deliver comprehensive solutions to clients.
Client Relationship Management:
Build and maintain strong relationships with retail clients.
Ensure excellent client service delivery and quick resolution of client-related issues
Provide personalized financial advice and solutions tailored to client needs.
Conduct regular portfolio reviews and performance assessments.
Client Service Excellence:
Ensure the highest level of client satisfaction and loyalty.
Address and resolve client issues and concerns promptly.
Monitor client feedback and implement improvements
COMPETENCIES, SKILLS & ABILITIES
Sound knowledge of investment products and markets and ability to apply this knowledge
Experience in retail financial services and a proven track record in a Sales or target driven environment.
Excellent interpersonal and communication skills to effectively uncover and resolve complex customer and employee issues.
Excellent communication skills, common sense, and an empathetic ear
Relationship management skills.
Ability to manage multiple priorities.
Good appreciation and working knowledge of office productivity tools.
Competitive drive and achievement-oriented
Motivation to learn, sell, and grow
Good computer skills
High degree of self-confidence
QUALIFICATION & EXPERIENCE
Bachelor’s degree in finance, Business Administration, Economics, or a related field. A master’s degree or relevant professional certification (e.g., CFA, CFP) is preferred.
Experience
Minimum of 2 years of experience in wealth management or asset management, with a focus on retail clients.
Proven track record in client relationship management and business development.
Other Requirements
Strong knowledge of financial markets and investment products.
Excellent communication, negotiation, and presentation skills.
High ethical standards and a commitment to maintaining client confidentiality