Lagos Full Time

Banking, Finance & Insurance Confidential

Company Description

Heirs Insurance Group is a family of insurance companies offering comprehensive financial services beyond simple insurance. The group includes Heirs General, Heirs Life, and Heirs Insurance Brokers. Our mission is to provide tailored financial solutions to meet the diverse needs of our clients.

Role Description

This is a full-time hybrid role for a Financial Advisor based in Lagos, with some work from home acceptable. The Financial Advisor will be responsible for providing financial planning, retirement planning, and investment advice to clients. Day-to-day tasks include evaluating clients' financial needs, developing customized financial plans, and staying updated on financial products and market trends.

### **Job Summary:**
As a Financial Advisor at HEIRS LIFE ASSURANCE, you will be responsible for generating new sales, maintaining and developing relationships with customers, and achieving sales targets. You will play a key role in driving the growth and success of the company by identifying opportunities, presenting products or services, and closing sales.

### **Key Responsibilities:**

• **Sales Generation:** Actively seek out new sales opportunities through cold calling, networking, and social media.
• **Client Relationship Management:** Build and maintain strong, long-lasting relationships with customers by understanding their needs and providing tailored solutions.
• **Product Knowledge:** Stay informed about the company’s products or services, and effectively communicate their benefits to customers.
• **Sales Presentations:** Conduct presentations and demonstrations of products or services to potential clients.
• **Negotiation:** Negotiate contracts and close agreements to maximize profits.
• **Sales Targets:** Meet or exceed sales targets and objectives set by the company.
• **Customer Support:** Provide post-sale support to ensure customer satisfaction and repeat business.
• **Market Research:** Keep up-to-date with market trends, competitor activities, and industry developments to identify new opportunities.
• **Reporting:** Maintain accurate records of sales activities, customer interactions, and sales performance, and report to the Sales Manager.
• **Team Collaboration:** Work closely with the marketing, product development, and customer service teams to ensure a cohesive approach to sales.

### **Qualifications:**

• **Experience:** Previous experience in sales, particularly in [INSURANCE], is preferred.
• **Education:** A bachelor’s degree in Business, Marketing, or a related field is preferred.
• **Communication Skills:** Excellent verbal and written communication skills.
• **Negotiation Skills:** Strong negotiation and closing skills.
• **Customer Service Orientation:** A strong focus on providing excellent customer service.
• **Sales Techniques:** Proficiency in using various sales techniques and strategies.
• **Problem-Solving:** Ability to handle objections and resolve customer concerns effectively.
• **Time Management:** Strong organizational and time-management skills, with the ability to prioritize tasks effectively.
• **Adaptability:** Ability to adapt to a fast-paced environment and handle multiple tasks simultaneously.
• **Self-Motivation:** A high level of self-motivation and a goal-oriented mindset.

**Sales, Negotiation, and Relationship-building skills
Insurance knowledge and understanding of insurance products
**Excellent communication and interpersonal skills
**Proven track record of meeting and exceeding sales targets
**Ability to work independently and as part of a team
**Experience in the insurance industry is a plus
Bachelor's degree in Business Administration, Marketing, or related field. -

benefits

**HMO
**NAICOM LICENSE
**CAREER GROWTH
** QUARERLY REWARDS
** YEARLY REWARDS
** ALLOWANCE: #85,000 ( LIFE)
** ALLOWANCE: #85,000 ( GENERAL)

INTERESTED CANDIDATES SHOULD FORWARD THEIR CVS TO juliet.otu@heirsinsurancegroupretail.com ( LAGOS RESIDENTS ONLY)











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