Financial Services Specialist

3 weeks ago


Lagos, Lagos, Nigeria Heirs Insurance Group Full time

Key Responsibilities:

As a Financial Services Specialist at Heirs Insurance Group, you will be responsible for meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets.

Delivering Strategic Advice:

You will offer strategic advice on products and services such as investment, insurance coverage, and debt management tools to help clients achieve their financial goals.

Staying Current:

Performing market research to stay current with financial trends and identifying opportunities to provide value-added services to clients.

Client Acquisition:

Identifying and pursuing potential clients to maintain a strong client base and drive business growth.



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