Annuity Sales Expert

Company Description Heirs Insurance Group is a family of insurance companies committed to providing comprehensive financial protection and long-term security, beyond traditional insurance offerings. The group includes Heirs General, Heirs Life, and Heirs Insurance Brokers, working together to serve a diverse range of individual and corporate clients. Team members benefit from a collaborative environment that supports professional growth in sales, customer relations, and financial services. The organization focuses on building lasting client relationships, innovative insurance solutions, and a strong presence in key markets.

Role Description The Annuity Sales Expert is a full-time role responsible for driving annuity product sales, nurturing client relationships, and providing informed guidance on retirement and long-term income solutions. This hybrid position is based in Lagos, with a combination of in-office work and some work-from-home flexibility. Day-to-day responsibilities include prospecting and engaging potential clients, conducting needs assessments, presenting annuity options, and closing sales in line with company targets. The role also involves delivering a high-quality customer experience, responding to inquiries, maintaining accurate records in CRM tools, and collaborating with internal teams to ensure smooth policy onboarding and client servicing. The Annuity Sales Expert will stay informed about market trends and regulatory requirements to provide compliant, relevant advice to clients.

Qualifications

• Strong Sales and Retail Sales skills, with demonstrated ability to meet or exceed revenue targets in a financial services or insurance environment.
• Excellent Customer Service and Customer Experience skills to build trust, handle inquiries, and support clients throughout the annuity purchase and servicing journey.
• Effective Communication skills, including clear verbal and written communication, active listening, and the ability to explain complex financial concepts in simple terms.
• Proven experience in consultative sales or insurance sales, particularly in life or annuity products, is highly beneficial.
• Relevant academic background in Business, Finance, Economics, Marketing, or a related field is an advantage.
• Comfort with using CRM systems, digital communication tools, and basic office software to manage leads and track performance.
• Strong ethical standards, attention to detail, and adherence to regulatory and company compliance requirements.
• Ability to work effectively in a hybrid setting, managing time and responsibilities across office and remote environments.