Financial Advisor
Job descriptions & requirements
Company Description Leadway is one of Nigeria’s foremost non-banking financial services providers, recognized for customer-centric service, operational excellence, and strong business performance. As a holding company, Leadway operates across multiple financial specialties, including life and non-life insurance, pension funds administration, health management, asset management, and wills and trusts management. Its associate companies include Leadway Assurance, Leadway Pensure, Leadway Health, Leadway Capital and Trusts, Leadway Asset Management, Leadway Properties and Investments, Ankara (HMO Cote D'Ivoire), and Leadwayassurance (Cote D’Ivoire). Leadway serves a diverse portfolio of individual and corporate clients across key sectors such as construction, manufacturing, oil and gas, shipping, aviation, and government agencies. The organization offers growth-oriented career opportunities in a dynamic and regulated financial services environment.
Role Description This is a full-time Financial Advisor role based in Benin City, structured as a hybrid position with a combination of on-site and work-from-home responsibilities. The Financial Advisor will provide tailored financial guidance to individual and corporate clients. Day-to-day tasks include developing comprehensive financial plans, advising on insurance, retirement planning, and investment options, and recommending appropriate financial products and services from Leadway’s portfolio. The role involves conducting client meetings, preparing proposals and reports, monitoring client portfolios, and ensuring ongoing alignment with changing financial needs and market conditions. The Financial Advisor will collaborate with internal teams, maintain accurate records, comply with regulatory standards, and contribute to business growth through client acquisition, retention, and referrals.
Qualification
- Excellent communication and interpersonal skill.
- Attention to detail skill.
- Willingness to learn on the job.
- Minimum of NCE or OND in any field is required.
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