Financial Planning Strategist

3 hours ago


Lagos, Lagos, Nigeria Consolidated Hallmark Insurance Ltd Full time

Job Overview

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

Key Responsibilities:

  • Client Relationship Management: Develop and maintain strong relationships with high-net-worth clients, understanding their financial needs and goals.
  • Comprehensive Financial Planning: Analyze clients' financial situations and create customized financial plans that incorporate insurance products, investments, and retirement strategies.
  • Team Leadership: Mentor and guide junior financial advisors, sharing expertise and best practices to enhance team performance.

Qualifications:

  • 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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