Financial Sales Consultant

Company Description Heirs Insurance Group is a family of insurance companies committed to providing more than traditional insurance products. The group includes Heirs General, Heirs Life, and Heirs Insurance Brokers, offering a broad range of services that address diverse customer needs. Collectively, they focus on financial protection, long-term planning solutions, and tailored advisory services. Potential team members can expect to join a growing organization that values innovation, customer-centric solutions, and long-term relationships. The group’s collaborative approach offers opportunities for professional development across different areas of insurance and financial services.
Role Description The Financial Sales Consultant is a full-time, hybrid role based in Lagos, with a mix of in-office and work-from-home responsibilities. This role involves meeting with clients to understand their financial goals, explaining insurance and investment solutions, and recommending tailored financial plans. The consultant will prepare and present proposals, follow up on leads, and manage a portfolio of clients to drive sales and retention. Daily tasks include analyzing client financial information, discussing retirement planning strategies, and staying updated on product offerings and market trends. The role also requires maintaining accurate records in CRM systems, collaborating with internal teams, and achieving defined sales and performance targets.
Qualifications

• Candidates should possess strong skills in Financial Planning and Retirement Planning to design comprehensive solutions for clients.
• Candidates should possess solid knowledge of Investments and Finance to confidently explain products and market-related concepts.
• Candidates should possess robust Analytical Skills to assess client needs, evaluate options, and interpret financial data.
• Candidates should possess effective communication and interpersonal skills to build trust, negotiate, and maintain long-term client relationships.
• Candidates should possess sales acumen and goal orientation, with demonstrated ability to meet or exceed targets.
• Relevant experience in financial services, insurance, or wealth management is highly beneficial.
• Bachelor’s degree in Finance, Economics Business, or a related field is preferable
• Candidates should possess proficiency basic office software and CRM tools, and the ability to work effectively in both office and remote settings.