Bancassurance Representative Officer

Company Description Heirs Insurance Group is a family of insurance companies providing comprehensive protection and financial solutions beyond traditional coverage. The group includes Heirs General, Heirs Life, and Heirs Insurance Brokers, offering a broad range of general, life, and brokerage services. Operating with a customer-centric approach, the group focuses on accessible, innovative, and reliable insurance products. Team members join a growing organization committed to professional development, collaborative work, and long-term value creation for clients and communities.
Role Description The Bancassurance Representative Officer is a full-time role responsible for promoting and selling the company’s insurance products through banking partners in Lagos. This hybrid position combines on-site work at partner bank branches and Heirs Insurance Group offices with some work-from-home flexibility. Daily activities include engaging bank customers to identify insurance needs, presenting suitable life and general insurance solutions, and supporting customers through the application and onboarding process. The role also involves building strong relationships with bank staff, tracking sales performance, preparing reports, and ensuring excellent customer service and compliance with internal and regulatory standards. The officer will collaborate closely with sales, marketing, and underwriting teams to achieve targets and contribute to the growth of bancassurance channels.
Qualifications

• Strong sales and relationship management skills, with the ability to identify customer needs, present solutions, and close insurance sales in a banking environment.
• Customer service and communication skills, including clear verbal and written communication, active listening, and a professional, client-focused approach.
• Basic financial and insurance literacy, with the ability to explain life and general insurance products, premiums, benefits, and policy terms in simple, accurate language.
• Organizational and reporting skills, including the ability to manage multiple client interactions, maintain records, prepare sales reports, and meet performance targets.
• Collaboration and teamwork capabilities to work effectively with bank staff, internal sales teams, and other stakeholders in a structured, target-driven environment.
• Proficiency in common digital tools (e.g., email, spreadsheets, CRM or sales tracking systems) and comfort working in a hybrid setting that combines office and remote work.
• Minimum of a bachelor’s degree or equivalent in Business, Finance, Marketing, Economics, or a related field; prior experience in bancassurance, insurance, or banking sales is an advantage.
• Demonstrated integrity, adherence to regulatory and company policies, and a commitment to continuous learning in the financial services and insurance sectors.