Financial Services Director

3 days ago


Lagos, Lagos, Nigeria Consolidated Hallmark Insurance Ltd Full time

Job Title: Financial Services Director

About Us

Consolidated Hallmark Insurance Ltd is a leading provider of insurance solutions. We are committed to delivering exceptional service and tailored recommendations to our clients.

Job Description
  • 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.
  • Product Expertise: Stay updated on insurance products and market trends to provide clients with informed recommendations and solutions.

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.
  • Product Expertise: Stay updated on insurance products and market trends to provide clients with informed recommendations and solutions.
Qualifications

To be successful in this role, you will need:

  • 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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