Insurance Sales Advisor

Company Description Heirs Insurance Group is a family of insurance companies committed to offering comprehensive solutions that go beyond traditional insurance products. The group comprises Heirs General, Heirs Life, and Heirs Insurance Brokers, providing a wide range of general, life, and advisory insurance services. As part of a growing and dynamic organization, team members work in a collaborative environment focused on innovation, customer-centricity, and long-term value. Applicants can expect opportunities for professional development, cross-functional exposure, and meaningful work that supports individuals and businesses in protecting their futures.
Role Description The Insurance Sales Advisor role is a full-time hybrid position based in Lagos, with a mix of on-site and work-from-home responsibilities. In this role, the advisor engages prospective and existing clients to understand their insurance needs and recommends suitable general and life insurance products. Day-to-day tasks include conducting client consultations, preparing and presenting proposals, handling policy inquiries, and supporting clients through onboarding and claims processes. The advisor collaborates with internal teams to ensure accurate documentation, compliance with regulatory requirements, and timely follow-up on leads and renewals. The role also involves maintaining detailed records in CRM tools, participating in sales campaigns, and consistently meeting individual and team sales targets.
Qualifications

• Strong Insurance knowledge, with familiarity in general and life insurance products.
• Understanding of Finance principles, including basic risk assessment and financial planning concepts.
• Consulting skills to assess client needs, provide tailored recommendations, and deliver professional advisory services.
• Customer Service and Communication skills to build trust, respond to inquiries promptly, and explain complex information clearly.
• Proven experience in sales or client-facing roles, preferably within insurance or financial services.
• Ability to work effectively in a hybrid environment, managing time and responsibilities across office and remote settings.
• Proficiency with standard office software and CRM tools for tracking leads, sales activities, and client interactions.
• Relevant academic background in Business, Finance, Economics, or a related field; professional insurance certifications are an advantage.
• Strong ethical standards, attention to detail, and commitment to compliance with industry regulations.