Financial Sales Consultant

About the role

The Financial Sales Consultant works full‑time in a hybrid model from Lagos, combining office presence with remote flexibility. The role focuses on identifying prospective clients, assessing their financial needs, and delivering tailored insurance and investment‑linked solutions.

Key responsibilities

• Identify and prospect new clients, conduct comprehensive needs assessments and present appropriate life, general insurance and investment‑linked products.
• Develop, manage and nurture a sales pipeline, prepare and deliver proposals, and conduct financial and retirement planning discussions.
• Follow up to close sales, maintain ongoing client relationships, and monitor client portfolios for continued support.
• Ensure accurate documentation, stay updated on market trends and product offerings, and collaborate with internal teams for smooth policy issuance and regulatory compliance.

Required profile

• Strong financial planning and retirement planning expertise to advise clients on long‑term security.
• Solid knowledge of investments and finance to explain product features, assess risk and match solutions to client goals.
• Robust analytical abilities to interpret client data and recommend suitable products.
• Proven sales or business development experience, preferably within insurance, banking or financial services.
• Excellent communication, presentation and interpersonal skills to build trust and close sales.
• Organizational and time‑management capabilities to handle multiple clients and meet targets.
• Relevant academic background in finance, economics, business or related fields; professional certifications are a plus.
• Comfort with digital tools such as CRM systems and productivity software, and a commitment to ethical, compliant sales practices.

Required skills

• CRM systems
• Productivity software