Team Member, HNI/Partnerships
Job Description:
Job Title: Team Member, HNI / Partnerships
Industry: Insurance | Financial Services
Reports To: Team Lead, HNI / Partnerships
Location: Nigeria
Work Structure: Full-Time
Remuneration: Competitive
Client Overview
Our client is a leading Nigerian insurance group offering a diverse range of life, general, and specialist insurance solutions to individuals and businesses. The organization is committed to delivering innovative insurance solutions, building long-term customer relationships, and expanding its presence through strategic partnerships and high-value client segments.
Role Summary
Our client is seeking a commercially driven Team Member, HNI / Partnerships to support the development and management of relationships with High-Net-Worth Individuals (HNI) and strategic business partners.
The role will contribute to client acquisition, relationship management, partnership development, and revenue growth by identifying opportunities, supporting tailored insurance solutions, and ensuring an exceptional experience for high-value clients and partners.
Key Responsibilities
HNI Relationship Management
- Support the acquisition and management of High-Net-Worth Individual (HNI) clients.
- Build and maintain strong relationships with existing and prospective HNI customers.
- Understand client financial protection needs and support the delivery of appropriate insurance solutions.
- Follow up on client requests, policy requirements, renewals, and service issues.
- Maintain accurate and up-to-date records of HNI client interactions and opportunities.
- Identify potential partnership opportunities with financial institutions, professional networks, corporate organizations, and other relevant channels.
- Support the development and execution of partnership initiatives that generate new business.
- Maintain regular communication with existing partners and monitor partnership activities.
- Assist in preparing proposals, presentations, and business materials for prospective partners.
- Support relationship-building activities with key business stakeholders.
- Generate leads through referrals, partnerships, networking, and targeted business development activities.
- Support the conversion of qualified prospects into profitable business opportunities.
- Track sales opportunities, follow-ups, and conversion progress.
- Collaborate with internal teams to ensure timely delivery of solutions to clients and partners.
- Contribute to achieving agreed sales and revenue targets.
- Ensure prompt resolution and escalation of client and partner issues.
- Coordinate with relevant internal teams to deliver seamless client service.
- Monitor client feedback and identify opportunities to improve the customer experience.
- Prepare regular reports on HNI activities, partnership opportunities, sales pipeline, and business performance.
Requirements
Education Bachelor's Degree in:
- Business Administration, Marketing, Finance, Economics, Insurance, Mass Communication Or a related discipline.
- Professional qualifications or certifications in insurance, sales, financial services, or relationship management will be an added advantage.
Experience
- Minimum of 3–5 years of relevant experience in relationship management, business development, sales, insurance, banking, wealth management, or financial services.
- Experience managing affluent or High-Net-Worth Individual clients is an advantage.
- Proven experience in partnership development, client acquisition, or relationship-driven sales.
- Strong understanding of financial products, insurance solutions, or wealth-related services will be beneficial.
Technical Competencies
- Relationship Management
- Business Development
- HNI Client Acquisition
- Partnership Management
- Sales Pipeline Management
- Customer Relationship Management (CRM)
- Proposal & Presentation Development
- Market Research
- Sales Reporting & Analytics
Core Competency Relationship & Commercial Acumen — ability to build trusted relationships with high-value clients and partners, identify commercial opportunities, and convert relationships into sustainable business growth.