Senior Sales Advisor

Company Description Custodian Investment Plc is a diversified financial services group with flagship companies operating across Insurance, Asset Management, Stockbroking, Real Estate, Trusteeship, and Pensions. Built on a strong foundation of trust, the group serves a broad range of individual and institutional clients. Key subsidiaries 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. Together, these entities provide integrated financial and investment solutions, creating opportunities for professional growth and cross-functional collaboration.
Role Description The Senior Sales Advisor is a full-time, hybrid role based in Nigeria, with a mix of on-site client engagement and some work-from-home flexibility. The role involves identifying and converting new business opportunities across Custodian’s product portfolio, building and maintaining long-term relationships with individual and corporate clients, and delivering tailored insurance and investment solutions. The Senior Sales Advisor will conduct client meetings, present product offerings, manage follow-ups, and ensure high-quality customer service before and after sales. The role also includes mentoring and training junior sales colleagues, collaborating with internal teams to resolve client issues, and preparing regular sales reports and market feedback to support strategic decision-making.
Qualifications

• Strong interpersonal skills to build trust-based relationships with diverse clients and internal stakeholders.
• Excellent communication skills, including clear presentation, active listening, and professional business writing.
• Proven customer service capabilities, with a focus on responsiveness, problem-solving, and client satisfaction.
• Demonstrated sales experience, including prospecting, negotiation, closing deals, and meeting revenue targets.
• Ability to provide training and guidance to junior team members or sales partners.
• Experience in financial services, insurance, pensions, or asset management is highly beneficial.
• Strong analytical and reporting skills, with proficiency in basic CRM and office productivity tools.
• Bachelor’s degree in Business, Finance, Marketing, or a related field, or equivalent professional experience.
• Comfort working in a hybrid arrangement, effectively managing time and productivity both on-site and remotely.