Policy Sales Associate

About the role

The Policy Sales Associate joins Heirs Insurance Group in Lagos to drive new business by matching customers with suitable insurance solutions. This full‑time, on‑site position focuses on prospecting, presenting quotations, and guiding clients through the application and onboarding process.

Key responsibilities

• Identify and engage prospective clients through calls, visits and networking.
• Explain insurance products, prepare quotations and tailor policy options to client needs.
• Follow up on leads, support customers through application, underwriting and onboarding.
• Maintain accurate records of sales activities and update CRM systems.
• Educate clients on coverage details, benefits and claims procedures.
• Collaborate with brokers and internal teams to achieve sales targets.
• Provide ongoing customer service and resolve policy‑related inquiries.

Required profile

• Proven ability to build client relationships and communicate product information clearly.
• Strong interpersonal and negotiation skills with a focus on achieving targets.
• Attention to detail and organized approach to documentation and record‑keeping.
• Team‑oriented mindset with the ability to work independently when needed.
• Bachelor’s degree in Business, Marketing, Insurance or related field, or equivalent experience.

Required skills

• Proficiency with office productivity tools (e.g., word processing, spreadsheets).
• Experience using CRM or sales‑tracking systems to manage client information.