TELE-SALES & MARKETING EXECUTIVE – RETAIL INSURANCE
Sigma Consulting Group
Industry: Insurance | Financial Services | Microfinance Banking
Function: Sales & Marketing | Business Development | Client Relations
Employment Type: Full-Time | Onsite
Experience: 2–4 Years
Salary: ₦100,000 – ₦200,000 Monthly + Commission
Reporting To: Sales Manager
About The Role
We are seeking a proactive, target-driven, and customer-focused Tele-Sales & Marketing Executive to join our team in Opebi, Lagos.
The successful candidate will be responsible for generating leads, engaging prospective customers, promoting retail insurance products, converting prospects into customers, and maintaining strong customer relationships.
This role combines tele-sales, direct marketing, customer acquisition, and relationship management. The ideal candidate must be confident communicating with customers by telephone and other digital channels, while also being willing to support marketing and business development activities that generate new retail customers.
The role is particularly suited to a commercially minded individual who is passionate about sales, enjoys meeting targets, understands customer needs, and can effectively communicate the value of insurance and financial protection products.
Key Responsibilities
1. Tele-Sales & Customer Acquisition
- Make daily outbound calls to prospective and existing customers to generate leads and drive sales.
- Introduce and promote the company's retail insurance and financial protection products.
- Convert qualified leads into paying customers and policyholders.
- Follow up consistently with prospects through telephone, WhatsApp, email, and other approved communication channels.
- Maintain a structured follow-up pipeline to maximise lead conversion.
- Achieve daily, weekly, and monthly sales and revenue targets.
- Identify opportunities for repeat business, referrals, renewals, and cross-selling.
- Support the implementation of retail sales and marketing initiatives designed to increase customer acquisition.
- Identify potential customer segments and opportunities within the retail market.
- Participate in promotional campaigns, customer engagement activities, and other marketing initiatives.
- Generate new business through direct marketing, referrals, networking, digital channels, and outbound sales activities.
- Communicate product benefits and value propositions clearly to prospective customers.
- Provide feedback to the Sales Manager on customer responses, market trends, competitor activities, and emerging opportunities.
- Support activities aimed at increasing brand visibility and customer engagement.
- Understand customers' financial protection needs through effective questioning and consultation.
- Recommend appropriate insurance solutions based on customers' identified needs.
- Explain insurance products, policy benefits, terms, conditions, premiums, and exclusions accurately.
- Maintain strong knowledge of the company's insurance products and services.
- Ensure customers receive clear and accurate information before making purchasing decisions.
- Sell retail insurance products including:
- Life Insurance
- Health Insurance
- Education Insurance
- Savings/Investment-Linked Insurance
- Other approved retail insurance products
- Guide prospective customers through the application and onboarding process.
- Ensure all required customer and policy information is accurately captured.
- Follow up on pending applications and outstanding documentation.
- Work closely with relevant internal teams to ensure smooth policy issuance.
- Build and maintain strong, professional relationships with customers.
- Maintain regular communication with existing customers to encourage retention and renewals.
- Follow up with customers approaching policy renewal.
- Identify opportunities for cross-selling and up-selling relevant insurance products.
- Respond promptly and professionally to customer enquiries and concerns.
- Maintain a customer-focused approach throughout the sales and service process.
- Assist customers with basic policy servicing enquiries and requests.
- Support customers with the documentation and processes required for claims.
- Coordinate with relevant internal teams to ensure customer issues are properly escalated and resolved.
- Maintain accurate records of customer interactions, requests, and resolutions.
- Ensure customers receive timely updates regarding outstanding issues.
- Maintain accurate and up-to-date customer and prospect information in the CRM system.
- Record all calls, customer interactions, follow-ups, sales activities, and outcomes.
- Monitor personal sales pipeline and conversion performance.
- Prepare regular sales activity and performance reports as required.
- Ensure no qualified lead or customer enquiry is left without appropriate follow-up.
- Follow up with customers regarding outstanding premiums and scheduled payments.
- Support timely premium collection in line with company procedures.
- Maintain regular contact with customers to support policy renewals.
- Contribute towards achieving and maintaining strong policy renewal rates.
- Bachelor's Degree or HND in Business Administration, Marketing, Insurance, Finance, Economics, Mass Communication, or any related discipline.
- 2–4 years of relevant experience in tele-sales, insurance sales, retail sales, direct marketing, business development, customer acquisition, or financial services.
- Previous experience selling retail insurance products will be an advantage.
- Demonstrated ability to work in a target-driven sales environment.
- Good understanding of retail insurance products and customer acquisition processes.
- Experience using CRM systems and digital sales tools is desirable.
Performance will be measured based on:
- Achievement of daily, weekly, and monthly sales targets.
- Number of qualified leads generated.
- Lead-to-customer conversion rate.
- Number and value of policies sold.
- Revenue generated from retail insurance sales.
- Customer retention and renewal performance.
- Effectiveness of lead follow-up.
- Cross-selling and upselling performance.
- Customer satisfaction and relationship quality.
- Accuracy and consistency of CRM records.
- Timely completion of sales and customer-service activities.
Success in this role means consistently generating new business, converting qualified prospects into customers, and building long-term relationships that drive renewals and repeat business.
The successful candidate will:
- Consistently achieve or exceed assigned sales targets.
- Build a strong and healthy retail customer pipeline.
- Maintain effective follow-up on all qualified leads.
- Develop strong customer relationships and contribute to high renewal rates.
- Generate new business through both tele-sales and marketing activities.
- Become a trusted and knowledgeable point of contact for retail insurance customers.
- Fixed Monthly Salary: ₦100,000 – ₦200,000
- Performance-Based Commission
- Ongoing sales and product training.
- Career development and progression opportunities.
- Supportive and performance-driven work environment.
- Opportunity for progression into Senior Sales Executive, Team Lead, or Sales Management roles based on performance.
Full-Time | Onsite | Sales & Marketing | Retail Insurance
How To Apply
Interested candidates should send their updated CV to [email protected] using Tele-Sales & Marketing Executive – Opebi as the email subject.
Only shortlisted candidates will be contacted.