FINANCIAL ADVISOR-Sales and Marketing Executive

Company Description Heirs Insurance Group is a family of insurance companies providing a broad range of protection and financial solutions beyond traditional insurance offerings. The group includes Heirs General, Heirs Life, and Heirs Insurance Brokers, working together to deliver integrated products and services to individuals and businesses. Team members benefit from an environment focused on innovation, customer-centric solutions, and long-term financial well-being for clients. The group’s diverse portfolio offers opportunities for professional growth in both insurance and financial advisory services.
Role Description This full-time FINANCIAL ADVISOR–Sales and Marketing Executive role is a hybrid position based in Lagos, with flexibility for some work from home. The role involves providing personalized financial advice to clients, including assessing their financial needs, explaining insurance and investment options, and developing tailored financial plans. Day-to-day tasks include prospecting and onboarding new clients, managing existing client relationships, and promoting Heirs Insurance Group products through sales presentations and marketing activities. The individual will prepare proposals, conduct financial reviews, support clients with retirement and investment decisions, and collaborate with internal teams to ensure excellent customer service. The role also requires maintaining accurate records, meeting sales and performance targets, and staying informed about market trends, regulations, and product offerings.
Qualifications

• Candidates should possess strong skills in Financial Planning and Financial Advisory to assess client needs and develop suitable strategies.
• Candidates should possess solid knowledge of Finance and Investments to guide clients on wealth-building and risk management options.
• Candidates should possess expertise in Retirement Planning to help clients prepare for long-term financial security.
• Strong communication, presentation, and interpersonal skills to build trust and explain complex financial concepts clearly.
• Proven sales and marketing abilities, including client acquisition, negotiation, and relationship management.
• Ability to work effectively in a hybrid environment, manage time independently, and use digital tools for remote collaboration.
• Relevant academic background in Finance, Economics, Business, or related fields; professional certifications (e.g., financial planning or insurance-related) are an advantage.
• Ethical mindset, attention to detail, and commitment to regulatory compliance and client confidentiality.