Financial Advisor

Company Description Leadway is one of Nigeria’s leading non-banking financial services providers, known for customer-centric solutions, operational excellence, and strong business performance. The group operates across multiple specialties including life and non-life insurance, pension fund administration, health management, asset management, and wills and trusts services. Its associate companies include Leadway Assurance, Leadway Pensure, Leadway Health, Leadway Capital and Trusts, Leadway Asset Management, Leadway Properties and Investments, Ankara (HMO, Côte d’Ivoire), and Leadwayassurance (Côte d’Ivoire). Leadway serves both individual and corporate clients across key sectors such as construction, manufacturing, oil and gas, shipping, aviation, and government agencies. Team members join a fast-paced, growth-oriented organization with diverse opportunities across the financial services landscape.
Role Description
This is a full-time, hybrid Financial Advisor role based in Lagos, with flexibility for some work-from-home. The Financial Advisor will identify and qualify prospective individual and corporate clients, present suitable financial and insurance solutions, and manage the full sales cycle from lead generation to closing. Daily activities include conducting client meetings, explaining product features and benefits, preparing proposals, and following up on inquiries to ensure timely conversion. The role involves maintaining accurate records in CRM tools, meeting assigned sales targets, and collaborating with internal teams such as underwriting, customer service, and marketing to deliver seamless client experiences. The Salesperson will also participate in field marketing activities, networking events, and account management efforts to strengthen client relationships and support retention.
Qualifications

• Strong sales, negotiation, and persuasion skills, with the ability to convert leads into long-term clients.
• Client relationship management and customer service skills, including attentive listening and problem-solving.
• Basic financial literacy and understanding of insurance and other financial products (prior experience in financial services is an advantage).
• Effective communication skills (verbal and written), with the ability to present complex information clearly and confidently.
• Organizational and time-management skills to handle multiple prospects, follow-ups, and reporting responsibilities.
• Comfort using digital tools and CRM systems for lead tracking, documentation, and reporting.
• Ability to work both independently and collaboratively in a hybrid environment, with resilience in a target-driven setting.
• Bachelor’s degree or HND in any field, training will be given.
• Previous experience in sales, business development, or account management, ideally within insurance or financial services.

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