Senior Financial Planning Strategist

11 hours ago


Lagos, Lagos, Nigeria Consolidated Hallmark Insurance Ltd Full time
Job Description:

The Senior Financial Advisor plays a crucial role in driving business growth and ensuring client satisfaction through exceptional service and tailored recommendations.

Key Responsibilities:

  • Develop and maintain strong relationships with high-net-worth clients, understanding their financial needs and goals.
  • Analyze clients' financial situations and create customized financial plans that incorporate insurance products, investments, and retirement strategies.
  • Stay updated on insurance products and market trends to provide clients with informed recommendations and solutions.
  • Mentor and guide junior financial advisors, sharing expertise and best practices to enhance team performance.
  • Identify opportunities to expand the client base and enhance service offerings through networking and marketing initiatives.
  • Ensure all financial advice and transactions comply with regulatory standards and internal policies.
  • Regularly review and assess clients' financial plans, making adjustments as necessary to align with changing goals and market conditions.


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