Financial Advisor
Job descriptions & requirements
Company Description
Fortis Global Insurance Plc (FGI) is a cutting-edge insurance company in Nigeria, committed to delivering exceptional value and seamless experiences to clients. Built as a technology-driven enterprise, FGI leverages innovative digital solutions to make insurance processes simplified, accessible, and secure. The company’s digital-first approach ensures that clients can manage their insurance needs effortlessly and reliably. With a mission to combine advanced technology with genuine human care, FGI strives to build lasting trust and redefine the future of insurance. Join us and be part of this transformative journey in the insurance industry.
Role Description
We are seeking a dedicated Financial Advisor for a full-time hybrid role based in Ibadan, Nigeria, with opportunities for remote work. The Financial Advisor will be responsible for assisting clients with financial planning, investment strategies, and retirement planning. Key tasks include assessing clients’ financial situations, recommending tailored solutions, educating clients on financial products, and maintaining long-term relationships to help them achieve their financial goals. This role offers the chance to contribute to the success of both the clients and our innovative financial services.
Qualifications
- Strong expertise in Financial Planning, Retirement Planning, and Investments
- Proficiency in Finance and Financial Advisory processes
- Excellent analytical and problem-solving skills
- Strong interpersonal and communication abilities to build and maintain client relationships
- Knowledge of relevant financial regulations, tools, and software is a plus
- Ability to manage tasks effectively in both office and remote work settings
- Bachelor's degree in Finance, Economics, Business, or a related field preferred
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