Financial Advisor - Sales and Marketing Executive

About the role

Heirs Insurance Group, a family of insurance companies offering protection and financial solutions beyond traditional insurance, is hiring a full-time Financial Advisor – Sales and Marketing Executive in Lagos (Marina). The role is hybrid, with some work from home, and combines personalized financial advice with client acquisition and product promotion.

Key responsibilities

• Provide personalized financial advice by assessing clients' needs, explaining insurance and investment options and developing tailored financial plans.
• Prospect and onboard new clients, manage existing client relationships and promote group products through sales presentations and marketing activities.
• Prepare proposals, conduct financial reviews and support clients with retirement and investment decisions.
• Collaborate with internal teams to ensure excellent customer service.
• Maintain accurate records, meet sales and performance targets and stay informed about market trends, regulations and product offerings.

Required profile

• Strong skills in financial planning and financial advisory, and solid knowledge of finance and investments.
• Expertise in retirement planning.
• Proven sales and marketing abilities, including client acquisition, negotiation and relationship management.
• Relevant academic background in Finance, Economics, Business or related fields; professional certifications such as financial planning or insurance are an advantage.
• Ethical mindset, attention to detail and commitment to regulatory compliance and client confidentiality.

Required skills

• Strong communication, presentation and interpersonal skills to explain complex financial concepts clearly.
• Ability to work in a hybrid environment, manage time independently and use digital tools for remote collaboration.