Financial Sales Representative
Heirs Insurance GroupCompany Description Heirs Insurance Group is a family of insurance companies providing comprehensive protection and financial solutions beyond traditional insurance offerings. The group includes Heirs General, Heirs Life, and Heirs Insurance Brokers, working together to serve diverse personal and business needs. By combining general insurance, life insurance, and brokerage services, the group offers integrated coverage and advisory support. Team members join a growing organization focused on customer trust, innovation, and long-term financial security for clients.
Role Description The Financial Sales Representative is a full-time, hybrid role based in Lagos, with some flexibility to work from home. This role is responsible for identifying prospective clients, presenting suitable insurance and financial solutions, and closing sales to meet individual and team targets. Day-to-day tasks include conducting client consultations, explaining product features and benefits, preparing quotations, and supporting clients through application and onboarding processes. The Financial Sales Representative will maintain ongoing relationships with clients, respond to inquiries, provide excellent customer service, and collaborate with internal teams to ensure accurate documentation and smooth policy administration. The role also involves tracking sales activities, reporting performance, and staying informed about market trends and regulatory requirements in financial services and insurance.
Qualifications
Role Description The Financial Sales Representative is a full-time, hybrid role based in Lagos, with some flexibility to work from home. This role is responsible for identifying prospective clients, presenting suitable insurance and financial solutions, and closing sales to meet individual and team targets. Day-to-day tasks include conducting client consultations, explaining product features and benefits, preparing quotations, and supporting clients through application and onboarding processes. The Financial Sales Representative will maintain ongoing relationships with clients, respond to inquiries, provide excellent customer service, and collaborate with internal teams to ensure accurate documentation and smooth policy administration. The role also involves tracking sales activities, reporting performance, and staying informed about market trends and regulatory requirements in financial services and insurance.
Qualifications
- Strong Finance and Financial Services knowledge, with the ability to understand and explain insurance and investment-related products.
- Excellent Communication skills, including clear presentation, active listening, and professional business writing.
- Proven Customer Service skills, with a focus on responsiveness, problem-solving, and building long-term client relationships.
- Demonstrated Sales abilities, including prospecting, negotiation, and closing deals in a target-driven environment.
- Bachelor’s degree in Finance, Business, Economics, or a related field is preferred.
- Experience in insurance, banking, or other financial institutions is an advantage.
- Comfort with CRM tools and basic office software for managing client data and reporting.
- High level of integrity, professionalism, and commitment to regulatory compliance.