Financial Sales Executive

Company Description Heirs Insurance Group is a family of insurance companies providing a broad range of protection and financial solutions beyond traditional insurance products. The group includes Heirs General, Heirs Life, and Heirs Insurance Brokers, offering comprehensive coverage across general, life, and brokerage services. The organization focuses on customer-centric solutions designed to meet diverse personal and business risk needs. Team members benefit from working within a growing, integrated financial services group with opportunities for professional development and advancement.
Role Description This is a full-time Financial Sales Executive role based in Lagos in a hybrid work arrangement, combining on-site responsibilities with some work-from-home flexibility. The Financial Sales Executive will identify and develop new business opportunities for the group’s insurance and financial services products, manage a portfolio of clients, and build long-term relationships with individuals and businesses. Daily tasks include conducting client needs assessments, presenting tailored financial and insurance solutions, preparing proposals and quotations, and following up to close sales. The role also involves collaborating with internal teams to ensure accurate policy documentation, maintaining up-to-date knowledge of products and regulatory requirements, and tracking performance against sales targets using CRM and reporting tools. The successful candidate will actively participate in marketing campaigns, networking events, and client education initiatives to grow brand visibility and revenue.
Qualifications

• Strong foundation in finance-related domains, including Finance, Sales Finance, and Financial Services.
• Proven Sales capabilities, with experience meeting or exceeding targets in insurance or broader financial services.
• Excellent Communication skills, including clear presentation, negotiation, and client relationship management.
• Bachelor’s degree in Finance, Business, Economics, Marketing, or a related discipline, or equivalent professional experience.
• Experience working in insurance, banking, or other financial institutions is highly beneficial.
• Ability to analyze client needs, interpret financial information, and recommend appropriate solutions.
• Comfort with hybrid work settings, strong time management, and self-motivation to work both independently and within a team.
• Proficiency with CRM systems, Microsoft Office tools, and basic data reporting.
• Professional certifications in insurance or financial services (e.g., relevant local licenses or industry designations) are an advantage.