Insurance Financial Advisor

3 days ago
PortHarcourt, Rivers State, Nigeria Heirs Insurance Group Full-time
Company Description Heirs Insurance Group is a family of insurance companies dedicated to providing comprehensive financial protection and advisory services beyond traditional insurance products. The group includes Heirs General, Heirs Life, and Heirs Insurance Brokers, offering a wide range of solutions for individuals and businesses. As part of a growing and dynamic organization, team members have the opportunity to support clients in securing their financial future through tailored insurance and investment strategies. Heirs Insurance Group values professionalism, integrity, and long-term client relationships, creating an environment where advisors can build meaningful careers in financial services. Role Description The Insurance Financial Advisor is a full-time, on-site role based in Port Harcourt. The individual in this role will meet with clients to assess their financial needs, explain insurance and investment options, and develop personalized financial and retirement plans. Day-to-day responsibilities include prospecting and engaging new clients, conducting financial analyses, recommending suitable insurance products and investment solutions, and supporting policy issuance and servicing. The advisor will maintain accurate client records, follow up on policy renewals, and provide ongoing guidance to help clients reach their financial goals. The role also involves collaborating with internal teams to stay informed about new products, market trends, and regulatory requirements. Qualifications
• Candidates should possess strong skills in Financial Planning and Retirement Planning to help clients structure long-term strategies.
• Candidates should possess solid Finance and Investments skills to analyze client portfolios and recommend suitable financial solutions.
• Candidates should possess sound knowledge of Insurance products and principles to design appropriate coverage for diverse client needs.
• Relevant bachelor’s degree in Finance, Economics, Business, Insurance, or a related field is preferred.
• Professional certifications in financial planning or insurance (e.g., CFP, insurance licensing) are an advantage.
• Strong analytical, communication, and interpersonal skills, with the ability to build trust and long-term relationships.
• Proven ability to work with sales targets and performance metrics in a client-focused environment.
• High ethical standards, attention to detail, and commitment to regulatory compliance and responsible advising.

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