Financial Sales Representative

Company Description Leadway is one of Nigeria’s foremost non-banking financial services providers, known for customer focus, operational excellence, and strong business performance. As a diversified holding company, Leadway operates across life and non-life insurance, pension fund administration, health management, asset management, and wills and trusts management. Its associate companies include Leadway Assurance, Leadway Pensure, Leadway Health, Leadway Capital and Trusts, Leadway Asset Management, Leadway Properties and Investments, Ankara (HMO Cote D’Ivoire), and Leadwayassurance (Cote D’Ivoire). Leadway serves both individual and corporate clients across key sectors such as construction, engineering, manufacturing, oil and gas, shipping, aviation, and government. Team members join a growing organization that offers exposure to multiple financial services disciplines and a broad client base.

Role Description This is a full-time Financial Sales Representative role based in Lagos, structured as a hybrid position with a blend of on-site work and some work-from-home flexibility. The Financial Sales Representative will identify and engage prospective clients, present suitable financial and insurance solutions, and manage the end-to-end sales cycle from lead generation to closing. Daily responsibilities include conducting needs assessments, explaining product features and benefits, preparing proposals, and following up with clients to ensure satisfaction and retention. The role involves collaborating with internal teams to process applications, resolve client issues, and maintain accurate records of interactions and sales activities. The Financial Sales Representative is also expected to meet defined sales targets, adhere to regulatory and company compliance standards, and represent Leadway professionally at client meetings and events.

Qualifications

• Candidates should possess strong foundational knowledge in Finance and Financial Services, with the ability to explain complex products in clear, accessible terms.
• Candidates should possess excellent Communication skills, including active listening, presentation, and interpersonal skills suitable for diverse client audiences.
• Candidates should possess proven Sales skills, including prospecting, negotiation, pipeline management, and closing, ideally within financial or insurance sectors.
• Candidates should possess high-quality Customer Service skills, demonstrating empathy, responsiveness, and a commitment to long-term client relationships.
• Relevant academic background such as a bachelor’s degree in Finance, Business, Economics, Marketing, or a related field is beneficial.
• Prior experience in insurance, banking, asset management, or other financial services sales is an advantage.
• Comfort with CRM tools and basic office software, as well as the ability to work effectively in a hybrid environment, is desirable.
• Strong ethical standards, attention to detail, and a results-oriented mindset are important for success in this role.