Financial Advisors
5 days ago
Company Description
Heirs Insurance Group is a family of dynamic insurance companies offering a wide range of services to meet diverse needs. Our group comprises Heirs General, Heirs Life, and Heirs Insurance Brokers, ensuring comprehensive solutions for individuals and businesses. With a commitment to innovation and customer-centric values, we provide more than just insurance; we strive to make a meaningful impact in our clients' lives. Joining Heirs Insurance Group means becoming part of a team dedicated to excellence and growth.
Role Description
This is a full-time Financial Advisor role that operates in a hybrid model, allowing flexibility for remote work while being based in Lagos. The Financial Advisor will be responsible for providing personalized financial planning and advisory services to clients. Key responsibilities include creating comprehensive financial strategies, offering investment and retirement planning solutions, and fostering long-term client relationships to help achieve financial goals.
Qualifications
- Knowledge of Financial Planning
- Knowledge of Retirement Planning and Investments, with the ability to tailor solutions to individual client needs
- Strong interpersonal and communication skills
- Analytical skills and attention to detail for assessing financial data and market trends
- BSc/ HND/ OND
- Relevant certifications such as CFP (Certified Financial Planner) or similar qualifications are a strong advantage
- Ability to work both independently and collaboratively in a hybrid work environment
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