Financial Advisor
Job descriptions & requirements
Company Description
Heirs Insurance Group is a family of companies committed to delivering more than just traditional insurance solutions. Our group includes Heirs General, Heirs Life, and Heirs Insurance Brokers. Together, we provide a broad spectrum of tailored financial and insurance services to meet diverse needs. As part of our team, you’ll join a company that values innovation, impact, and exceptional service delivery.
Role Description
This is a full-time, on-site role for a Financial Advisor based in Port Harcourt. The Financial Advisor will be responsible for helping clients develop robust financial plans, provide investment advice, and assist in retirement planning. They will analyze clients' financial goals to recommend personalized financial products and strategies, while maintaining ongoing relationships to ensure evolving needs are met.
Qualifications
- Expertise in Financial Planning and offering strategic financial solutions
- Strong knowledge of Finance and Investments
- Experience in Retirement Planning and crafting long-term wealth strategies
- Proven track record in providing Financial Advisory services
- Strong analytical, communication, and interpersonal skills
- NCE, OND,HND, BSC in any related field.
- Ability to build and maintain strong client relationships
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