Financial Advisor

2 days ago

Lagos, Lagos, Nigeria Heirs Insurance Group Full time

Company Description

Heirs Insurance Group is a collective of insurance companies that provides more than just traditional insurance services. The group comprises Heirs General, Heirs Life, and Heirs Insurance Brokers, offering comprehensive and tailored solutions to meet diverse financial and insurance needs. As a prominent organization in the industry, Heirs Insurance Group is committed to delivering innovative and customer-focused services.

Role Description

This is a full-time hybrid role for a Financial Advisor, based in Lagos, with flexibility for partial work-from-home arrangements. The Financial Advisor will be responsible for providing personalized financial guidance to clients, helping them set financial goals, and developing strategies to achieve these goals. Key tasks include identifying qualified clients, providing insurance solutions for clients, customer support, financial planning, investment advice, retirement planning, and overall financial advisory services to ensure clients' financial well-being.

Qualifications

  • Ability to work independently and in a team
  • Strong knowledge of Investments and Retirement Planning
  • Excellent communication, interpersonal, and client relationship management skills
  • Ability to work in a hybrid environment and adapt to both in-person and remote work settings
  • Bachelor's degree/ HND

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