Insurance Financial Advisor
6 days ago
Company Description
Leadway is a leading Nigerian non-banking financial services provider, recognized for its customer-centric approach, operational excellence, and remarkable business performance. The company's operations span diverse sectors, including Life and Non-Life Insurance, Pension Funds Administration, Health Management, Asset Management, and Wills and Trusts Management. With a robust network of associate companies across Nigeria and Côte d'Ivoire, Leadway serves a variety of clients, including individuals, corporations, and government entities in major industries such as construction, oil and gas, aviation, and manufacturing. Leadway remains committed to delivering financial solutions that meet the diverse needs of its clients.
Role Description
This is an on-site, full-time role for an Insurance Financial Advisor, based in Lagos. The role involves providing financial advisory services, guiding clients on financial and retirement planning, as well as insurance and investment options. Responsibilities include analyzing clients' financial situations, suggesting tailored insurance policies and investment solutions, and helping clients secure their financial future. Regular interaction with clients is a key component of this dynamic and client-facing role.
Qualifications
- Expertise in Financial Planning and Retirement Planning
- Knowledge of Finance and Investments
- Understanding of Insurance products and services
- Strong analytical, communication, and interpersonal skills
- Proven ability to build lasting client relationships
- Bachelor's degree in Finance, Economics, Insurance, or a related field
- Relevant professional certifications (e.g., CII, CFP) are a plus
- Prior experience in financial or insurance advisory roles is advantageous
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