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Senior Financial Advisor

2 weeks ago

Lagos, Lagos, Nigeria Heirs Insurance Group Full time

Company Description

Heirs Insurance Group is a family of insurance companies dedicated to providing more than just traditional insurance solutions. Our group includes Heirs General, Heirs Life, and Heirs Insurance Brokers. We offer comprehensive services tailored to meet the diverse needs of individuals, families, and businesses. At Heirs Insurance Group, we aim to deliver exceptional value and security to our clients. We are committed to fostering growth and making a meaningful impact in the insurance industry.

Role Description

This is a full-time hybrid role for a Senior Financial Advisor based in Lagos, with some flexibility for remote work. The Senior Financial Advisor will be responsible for offering expert financial advice, creating comprehensive financial plans, and assisting clients in identifying and achieving their financial goals. Day-to-day tasks include evaluating clients' financial needs, providing retirement planning and investment strategies, and ensuring effective financial management tailored to client objectives. Additionally, the advisor will work collaboratively with clients and internal teams to deliver tailored solutions.

Qualifications

  • Strong knowledge and expertise in Financial Planning, Retirement Planning, and Financial Advisory services
  • Experience with Investments and comprehensive knowledge of Finance
  • Excellent interpersonal, communication, and client management skills
  • Ability to analyze financial data and develop tailored strategies for individual and business clients
  • Relevant certifications such as Certified Financial Planner (CFP) or equivalent are an advantage
  • Bachelor's degree in Finance, Economics, Business, or a related field
  • Proven track record of achieving financial objectives and high client satisfaction