Senior Financial Advisor
Job descriptions & requirements
Company Description
Heirs Insurance Group is a consortium of companies offering comprehensive insurance solutions, including general, life, and brokerage services. Our subsidiaries—Heirs General, Heirs Life, and Heirs Insurance Brokers—are committed to providing innovative and customer-focused financial protection. Together, we aim to build resilience and opportunities for individuals, families, and businesses. We prioritize delivering value-driven insurance services tailored to meet diverse needs.
Role Description
The Senior Financial Advisor is a full-time hybrid role based in Lagos, with flexible opportunities for remote work. The role involves providing tailored financial advice to clients, including financial planning, investment strategies, and retirement planning. The advisor will evaluate client goals, analyze financial data, suggest suitable financial products, design long-term plans, and ensure compliance with financial regulations. Strong communication and relationship-building with clients will also be a key component of this role.
Qualifications
- Expertise in Financial Planning, Financial Advisory, and Finance
- Proficiency in Retirement Planning and Investment Management
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication abilities
- Proven track record in managing client relationships
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field
- Certification such as CFP, CFA, or related qualifications is a plus
- Familiarity with insurance products and financial regulations is advantageous
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