Insurance Sales Advisor

Company Description Heirs Insurance Group is a family of insurance companies committed to providing comprehensive, modern insurance solutions beyond traditional coverage. The group includes Heirs General, Heirs Life, and Heirs Insurance Brokers, offering a broad range of products and advisory services. The organization focuses on customer-centric insurance offerings designed to protect individuals, families, and businesses. Team members join a collaborative environment that values professional growth, ethical practices, and long-term client relationships.
Role Description The Insurance Sales Advisor is a full-time role responsible for promoting and selling insurance products to individual and corporate clients. Based in Lagos in a hybrid capacity, the advisor will spend part of the time working on-site and part working from home, engaging clients through meetings, calls, and digital channels. Day-to-day tasks include assessing client needs, explaining coverage options, preparing tailored proposals, and guiding clients through policy selection and onboarding. The role involves maintaining accurate records, following up on leads, responding to inquiries, and supporting clients with renewals and claims-related questions. The advisor will collaborate with internal teams to ensure a smooth customer experience and contribute to achieving sales targets and business growth objectives.
Qualifications

• Strong knowledge and practical experience in Insurance products and services, with the ability to explain coverage and terms clearly.
• Understanding of basic Finance principles, including budgeting, risk assessment, and financial planning related to insurance.
• Background in Consulting or advisory work, with skills in needs analysis, solution design, and client guidance.
• Proven Customer Service skills, including responsiveness, empathy, and commitment to long-term client relationships.
• Excellent Communication skills, both written and verbal, with the ability to present complex information in a clear and professional manner.
• Goal-oriented mindset with experience working toward sales targets or performance metrics.
• Ability to work effectively in a hybrid environment, managing time and priorities between on-site and remote work.
• Proficiency with office productivity tools and CRM or sales tracking systems.
• Relevant academic background in Business, Finance, Economics, or a related field is beneficial.
• Prior experience in insurance sales or financial services advisory is an advantage.