Financial Sales Executive

Company Description Heirs Insurance Group is a family of insurance companies committed to providing comprehensive financial protection and value-added services beyond traditional insurance offerings. The group comprises Heirs General, Heirs Life, and Heirs Insurance Brokers, working together to serve diverse customer needs across personal and business lines. As part of a growing and dynamic organization, team members collaborate to deliver innovative solutions and customer-centered service. The company offers opportunities for professional development, performance-driven growth, and participation in shaping the future of insurance and financial services.
Role Description The Financial Sales Executive is a full-time, hybrid role based in Lagos, with flexibility for some work-from-home arrangements. This role focuses on identifying prospective clients, presenting insurance and financial solutions, and driving sales across Heirs General, Heirs Life, and Heirs Insurance Brokers product offerings. The Financial Sales Executive will conduct needs assessments, prepare tailored proposals, deliver product presentations, and follow up with leads to close sales and meet revenue targets. Day-to-day responsibilities include building and managing a sales pipeline, maintaining strong relationships with existing clients, ensuring high-quality customer service, and collaborating with internal teams on marketing campaigns and product initiatives. The role also involves monitoring market trends, providing feedback to improve products and services, and adhering to regulatory and company compliance standards.
Qualifications

• Strong foundation in Finance, Sales Finance, and Financial Services to understand products and advise clients effectively.
• Proven Sales skills, including prospecting, negotiation, and closing, with a track record of meeting or exceeding targets.
• Excellent Communication skills, both written and verbal, with the ability to explain complex financial concepts clearly and build trust with diverse clients.
• Ability to work effectively in a hybrid environment, managing time and priorities between on-site and remote work.
• Bachelor’s degree in Finance, Business, Economics, or a related field is preferred.
• Experience in insurance, banking, or other financial services sectors is an advantage.
• Strong analytical, presentation, and interpersonal skills, with a commitment to ethical and compliant sales practices.