Insurance Financial Advisor
2 days ago
Company Description
Heirs Insurance Group is a family of insurance companies offering comprehensive insurance solutions. Our family includes Heirs General, Heirs Life, and Heirs Insurance Brokers, providing a wide range of services beyond basic insurance. We pride ourselves on delivering exceptional service and customized coverage to meet the needs of our clients.
Role Description
This is a full-time on-site role for an Insurance Financial Advisor | Sales located in Lagos State, Nigeria. The Insurance Financial Advisor will be responsible for providing financial and retirement planning services, advising clients on insurance and investment options, and helping clients achieve their financial goals. Daily tasks include conducting financial assessments, developing customized plans, and maintaining client relationships through regular follow-ups and reviews.
Qualifications
- Financial Planning and Retirement Planning skills
- Knowledge of Finance, Investments, and Insurance
- Excellent interpersonal and communication skills
- Strong analytical and problem-solving abilities
- Bachelor's degree in Finance, Economics, or related field
- Relevant certifications such as CFP (Certified Financial Planner) are a plus
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