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Retail Financial Sales Representative

Leadway · Lagos, Lagos State, Nigeria

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Company Description Leadway is one of Nigeria’s largest non-banking financial services providers, known for customer-centric service, operational excellence, and strong business performance. As a holding company, Leadway operates across key financial services segments, including life and non-life insurance, pension funds administration, health management, asset management, and wills and trusts management. Its associate companies include Leadway Assurance, Leadway Pensure, Leadway Health, Leadway Capital and Trusts, Leadway Asset Management, Leadway Properties and Investments, Ankara (HMO Côte d’Ivoire), and Leadwayassurance (Côte d’Ivoire). Leadway serves a wide client base of individuals and corporate organizations across major industries such as construction, manufacturing, oil and gas, shipping, aviation, and government agencies. This breadth of operations offers team members exposure to diverse financial products and sectors within the Nigerian and West African markets.Role Description The Retail Financial Sales Representative is a full-time role responsible for promoting and selling Leadway’s retail financial products and services to individual customers. The position is hybrid, based in Lagos, with a combination of on-site client engagement and some work-from-home responsibilities for follow-ups and documentation. Day-to-day tasks include identifying prospective clients, conducting needs assessments, explaining product features and benefits, and recommending suitable insurance, pension, and other financial solutions. The role involves building and maintaining long-term customer relationships, handling inquiries, providing after-sales support, and ensuring excellent customer experience throughout the sales cycle. The representative will also prepare and process applications, maintain accurate records in compliance with company and regulatory standards, and collaborate with internal teams to resolve customer issues and achieve sales targets.Qualifications Demonstrated knowledge and skills in Finance and Financial Services, with the ability to understand and explain retail financial products clearly to customers.Strong Communication and Customer Service capabilities, including active listening, empathetic interaction, and professional handling of client concerns.Proven Sales skills, with experience in prospecting, closing deals, and meeting or exceeding individual and team sales targets.Ability to build trust with clients, maintain organized records, and work effectively in a hybrid environment based in Lagos.Bachelor’s degree in Finance, Business, Economics, Marketing, or a related field is preferred; relevant professional certifications in insurance or financial services are an advantage.Previous experience in retail financial sales, insurance, banking, or pensions is beneficial, along with familiarity with the Nigerian financial services landscape.High ethical standards, attention to detail, and proficiency in basic computer applications and CRM tools.