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, collectively serving a broad range of personal and business insurance needs. As part of a growing and innovative organization, team members contribute to building accessible, customer-focused insurance services. The company emphasizes long-term relationships, professional development, and a collaborative approach to delivering value to clients.
Role Description The Insurance Sales Advisor is a full-time hybrid role based in Lagos, with a mix of on-site and work-from-home responsibilities. In this role, the advisor will identify prospects, assess their insurance needs, and recommend suitable products from Heirs General, Heirs Life, and Heirs Insurance Brokers. Day-to-day tasks include conducting consultations, preparing quotations, explaining policy features and benefits, and guiding clients through the application and onboarding process. The advisor will maintain regular contact with clients, handle inquiries, support claims processes, and ensure a high level of customer satisfaction. The role also involves meeting sales targets, maintaining accurate records in CRM systems, and collaborating with internal teams to optimize service delivery.
Qualifications

• Strong knowledge of Insurance products and services, with the ability to match offerings to client needs.
• Basic to intermediate understanding of Finance principles relevant to insurance, premiums, and risk assessment.
• Experience in Consulting or advisory roles, with a consultative approach to client engagement and solutions.
• Proven Customer Service skills, with a focus on responsiveness, empathy, and problem resolution.
• Clear and professional Communication skills, both verbal and written, for client interactions and documentation.
• Bachelor’s degree in Business, Finance, Insurance, or a related field (or equivalent practical experience).
• Sales or business development experience in insurance or financial services is highly beneficial.
• Comfort with digital tools, CRM software, and remote collaboration platforms.
• Ability to work independently, manage time effectively, and meet performance targets in a hybrid work setting.