Senior Insurance Advisor

6 hours ago


Lagos, Lagos, Nigeria Consolidated Hallmark Insurance Ltd Full time

About Us

We are Consolidated Hallmark Insurance Ltd, a leading provider of innovative insurance solutions. Our goal is to provide our clients with exceptional service and tailored recommendations.

Job Description

The Senior Financial Advisor will be responsible for developing comprehensive financial strategies, managing client relationships, and mentoring junior advisors. This role involves analyzing clients' financial situations and creating customized financial plans that incorporate insurance products, investments, and retirement strategies.

Responsibilities:

  1. Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial needs and goals.
  2. Comprehensive Financial Planning: Develop and implement customized financial plans that meet clients' unique needs.
  3. Team Leadership: Mentor and guide junior financial advisors, sharing expertise and best practices to enhance team performance.

Requirements:

  • Bachelor's degree in finance, business, economics, or a related field.
  • Extensive experience in financial advising, particularly in the insurance sector (typically 5+ years).
  • Strong understanding of insurance products, investment strategies, and financial regulations.


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