Insurance Sales Advisor

Company Description Heirs Insurance Group is a family of insurance companies providing comprehensive protection solutions beyond traditional insurance products. The group includes Heirs General, Heirs Life, and Heirs Insurance Brokers, offering a range of life, general, and advisory services to individual and corporate clients. As part of a growing and dynamic organization, team members have the opportunity to contribute to innovative insurance offerings tailored to diverse customer needs. The group fosters a collaborative environment focused on service excellence, long-term client relationships, and sustainable growth.
Role Description The Insurance Sales Advisor is a full-time, hybrid role based in Lagos, with a mix of in-office and work-from-home responsibilities. The individual in this role will engage prospective and existing clients to identify their insurance needs, explain product options, and recommend suitable solutions across life, general, and brokerage offerings. Day-to-day tasks include conducting consultations, preparing and presenting insurance proposals, managing policy applications, and following up on leads to meet sales and retention targets. The role also involves providing ongoing customer support, resolving inquiries, maintaining accurate client records, and collaborating with internal teams to ensure smooth policy administration. The Insurance Sales Advisor will be expected to stay informed about industry trends, product updates, and regulatory requirements to offer informed guidance to clients.
Qualifications

• Strong knowledge and practical experience in Insurance products and services, with an understanding of risk management and policy structures.
• Foundational understanding of Finance concepts, including premiums, claims, and basic financial planning as they relate to insurance solutions.
• Consulting skills to assess client needs, provide tailored recommendations, and build long-term advisory relationships.
• Customer Service skills focused on responsiveness, empathy, and professional handling of inquiries, complaints, and policy servicing.
• Clear and effective Communication skills, both written and verbal, with the ability to explain complex information in simple terms.
• Proven ability to meet sales targets, including lead generation, pipeline management, and closing opportunities.
• Strong interpersonal skills, integrity, and a client-focused mindset.
• Comfort with hybrid work arrangements, including using digital tools for remote collaboration and client communication.
• Bachelor’s degree in Business, Finance, Insurance, or a related field is preferred; relevant professional certifications in insurance are an advantage.
• Prior experience in insurance sales, financial services, or related advisory roles is highly beneficial.