Insurance Sales Advisors

Company Description Custodian Investment Plc is a diversified financial services group with flagship companies in Insurance, Asset Management, Stockbroking, Real Estate, Trusteeship, and Pensions. The organization is a trusted brand in Nigeria’s financial sector, offering integrated solutions through its subsidiaries. These include Custodian and Allied Insurance Limited, Custodian Life Assurance Limited, Custodian Trustees Limited, CrusaderSterling Pensions Limited, Custodian Asset Management Limited, UPDC Plc, UPDC FM, and Interstate Securities Limited. Team members benefit from exposure to multiple segments of the financial industry, a professional work environment, and opportunities for growth across the group.

Role Description The Insurance Sales Advisor is a full-time, hybrid role based in Ikeja, with a mix of on-site work and some work-from-home flexibility. The role involves identifying prospective clients, presenting suitable insurance products, and providing guidance on policy options aligned with clients’ needs and financial goals. Advisors will follow up on leads, conduct needs assessments, prepare quotations, and close sales while maintaining accurate records of client interactions and policy details. Daily activities include delivering excellent customer service, explaining policy terms clearly, managing renewals, and collaborating with internal teams to ensure timely processing of applications and claims. The role also requires staying informed about industry trends, product updates, and regulatory requirements to offer informed recommendations and build long-term client relationships.

Qualifications

• Candidates should possess strong knowledge of Insurance products and services, with the ability to match solutions to client needs.
• Candidates should demonstrate understanding of Finance principles and basic investment or savings concepts relevant to insurance planning.
• Candidates should have experience in Advisory or Consulting-oriented roles, including conducting needs analyses and providing tailored recommendations.
• Candidates should excel in Customer Service, with a client-focused mindset and the ability to handle inquiries and resolve concerns professionally.
• Candidates should have clear, confident Communication skills, including active listening, presentation, and negotiation abilities.
• Relevant degree or diploma in Business, Finance, Economics, Insurance, or a related field is beneficial.
• Previous experience in insurance sales, financial services, or related advisory roles is an advantage.
• Proficiency in basic office software, attention to detail, ethical conduct, and the ability to meet sales targets are highly valued.