Heirs Insurance Group

Financial Advisors (I)

Posted: 2 minutes ago

Job Description

Company Description Heirs Insurance Group is a family of dynamic insurance companies offering a wide range of services to meet diverse needs. Our group comprises Heirs General, Heirs Life, and Heirs Insurance Brokers, ensuring comprehensive solutions for individuals and businesses. With a commitment to innovation and customer-centric values, we provide more than just insurance; we strive to make a meaningful impact in our clients’ lives. Joining Heirs Insurance Group means becoming part of a team dedicated to excellence and growth. Role Description This is a full-time Financial Advisor role that operates in a hybrid model, allowing flexibility for remote work while being based in Lagos. The Financial Advisor will be responsible for providing personalized financial planning and advisory services to clients. Key responsibilities include creating comprehensive financial strategies, offering investment and retirement planning solutions, and fostering long-term client relationships to help achieve financial goals. Qualifications Knowledge of Financial PlanningKnowledge of Retirement Planning and Investments, with the ability to tailor solutions to individual client needsStrong interpersonal and communication skillsAnalytical skills and attention to detail for assessing financial data and market trendsBSc/ HND/ ONDRelevant certifications such as CFP (Certified Financial Planner) or similar qualifications are a strong advantageAbility to work both independently and collaboratively in a hybrid work environment

Job Application Tips

  • Tailor your resume to highlight relevant experience for this position
  • Write a compelling cover letter that addresses the specific requirements
  • Research the company culture and values before applying
  • Prepare examples of your work that demonstrate your skills
  • Follow up on your application after a reasonable time period

You May Also Be Interested In