Financial Sales Representative

Company Description Heirs Insurance Group is a family of insurance companies committed to offering comprehensive financial protection and wealth-building solutions, beyond traditional insurance products. The group consists of Heirs General, Heirs Life, and Heirs Insurance Brokers, providing a broad range of services across general insurance, life insurance, and advisory. Operating in dynamic markets, the group focuses on customer-centric solutions that support long-term financial security. Team members join a growing organization that values innovation, professional development, and ethical service.
Role Description The Financial Sales Consultant is a full-time role based in Lagos, operating in a hybrid work arrangement that combines on-site collaboration with some work-from-home flexibility. This role is responsible for identifying prospective clients, conducting financial needs assessments, and recommending appropriate insurance and investment solutions aligned with clients’ goals. Day-to-day activities include developing and presenting financial plans, explaining product features and benefits, managing client portfolios, and maintaining ongoing relationships to ensure customer satisfaction and retention. The consultant will also prepare sales proposals, meet defined sales targets, collaborate with internal teams to process applications, and stay current on market trends, regulatory changes, and company offerings.
Qualifications
Candidates should possess strong Financial Planning and Retirement Planning skills to design comprehensive, long-term client solutions.
Candidates should possess solid Investments and Finance knowledge to recommend suitable products and interpret financial information effectively.
Candidates should possess robust Analytical Skills to assess client needs, analyze data, and develop tailored strategies.
Bachelor’s degree in Finance, Economics, Business, or related field; relevant professional certifications in insurance are an advantage.
Proven experience in financial advisory, insurance sales, or wealth management, with a track record of meeting or exceeding sales targets.
Strong communication, presentation, and interpersonal skills, with the ability to explain complex financial concepts in clear, accessible language.
High level of integrity, customer focus, and ability to work both independently and collaboratively in a hybrid work environment.
Comfortable using Microsoft Office; familiarity with Nigerian insurance and financial regulations is beneficial.
Location:Abeokuta,Ajegunle,Festac,Ibadan,Ikeja,Ikorodu,Ketu,Mushin,Ojodu,Ojota,Okota,Ogudu Ota,Surulere,Yaba
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