Looking for a job

Deji David

@dejidavid

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I acquire clients and build insurance, savings, and investment portfolios through tailored financial planning.

Nigeria

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What I'm looking for

I'm looking for a client-facing financial services role where I can grow portfolios, deliver needs-based protection and savings solutions, build long-term client relationships, and contribute to target-driven sales performance.

I've advised clients on life insurance, savings, investment, pension, and protection products, building diversified portfolios through prospecting and client acquisition.

I conduct needs analysis and risk assessments to recommend tailored financial planning solutions, then cross-sell relevant products to increase policy uptake and wallet share.

I manage premium collection, client follow-up, and after-sales service to support retention, persistency, and monthly and quarterly sales targets. I also ensure sales activities comply with NAICOM guidelines and internal standards.

My First Class Honors degree in Business Administration strengthens my analytical approach, while earlier experience as a Speaker and Administrative Assistant built my communication, stakeholder engagement, reporting, and relationship-management skills.

Experience

Work history, roles, and key accomplishments

Financial Advisor

Unknown

Jan 2019 - Dec 2021 (2 years 11 months)

Prospected and acquired new clients, building a diversified portfolio of life insurance, savings, and investment products. Conducted client needs analysis and risk assessment to recommend tailored financial planning solutions.

Client Acquisition Prospecting Portfolio Management Relationship Management Cross Selling Upselling Needs Analysis Financial Planning Negotiation Persuasion Target Driven Premium Collection Customer Retention Excel PowerPoint CRM Digital Sales Tools Regulatory Compliance NAICOM

Administrative Assistant

Technical Department

Jan 2017 - Dec 2018 (1 year 11 months)

Supported departmental operations with organized record-keeping, reporting, and communication using MS Excel and PowerPoint. Coordinated with staff and management to ensure smooth day-to-day administrative processes.

Excel PowerPoint Record keeping Reporting Communication Skills Coordination

Speaker

Unknown

Jan 2016 - Dec 2017 (1 year 11 months)

Represented and communicated on behalf of the Association, developing strong public speaking, networking, and stakeholder engagement skills. Coordinated with members and leadership to align activities with association goals.

Public Speaking Networking Stakeholder Engagement Relationship Management

Education

Degrees, certifications, and relevant coursework

Oduduwa University

BSc, Business Administration

Grade: First Class Honors

Graduated with First Class Honors in Business Administration. Final year project assessed leadership styles on employee performance in a manufacturing organisation.