Insurance Financial Advisor
Leadway
Accounting, Auditing & Finance
- Minimum Qualification :
Job Description/Requirements
Company Description
Leadway is one of Nigeria's leading providers of Non-Banking Financial Services, celebrated for its customer-focused approach, operational excellence, and strong business performance. The company offers a diverse range of financial services, including Life and Non-Life Insurance, Pension Funds Administration, Health Management, Asset Management, and Wills and Trusts services. Leadway operates a group of subsidiary and associate companies, such as Leadway Assurance, Leadway Pensure, Leadway Health, and more, with a presence in Nigeria and Côte d’Ivoire. Catering to both individuals and corporate clients across major industries, Leadway has earned trust in sectors including Construction, Manufacturing, Oil & Gas, Aviation, and Government Agencies.
Role Description
This is a full-time hybrid role for an Insurance Financial Advisor based in Abuja. The Insurance Financial Advisor will engage with clients to assess their financial needs, design personalized financial and insurance solutions, and assist with retirement, investment, and risk management planning. Responsibilities include maintaining client relationships, providing financial education, and staying updated on industry trends. The hybrid nature of the role allows for a mix of office-based and remote working arrangements.
Qualifications
- Expertise in Financial Planning and Retirement Planning
- Knowledge of Finance and Insurance principles
- Experience in handling Investments and portfolio management
- Strong interpersonal and communication skills
- Analytical mindset with the ability to assess and design client-centered solutions
- Proficiency in using financial tools and technology
- Bachelor’s degree in Finance, Economics, or a related field; relevant certifications are a plus
- Experience in the financial services or insurance industry is advantageous
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