Financial Advisor

Company Description Heirs Insurance Group is a growing family of insurance companies committed to providing solutions that go beyond traditional insurance products. The group includes Heirs General, Heirs Life, and Heirs Insurance Brokers, offering a broad range of services for individuals and businesses. Team members collaborate across entities to deliver integrated risk management and financial protection solutions. The organization values innovation, customer focus, and professional development, creating opportunities for financial professionals to build impactful careers.
Role Description This is a full-time Financial Advisor role based in Lagos with a hybrid work arrangement, combining on-site collaboration with some work-from-home flexibility. The Financial Advisor will meet with clients to understand their financial goals, assess their current financial situation, and recommend tailored solutions across insurance, investments, and retirement planning. Daily responsibilities include preparing financial plans, analyzing market and product information, monitoring clients’ portfolios, and providing ongoing advice and service. The role involves educating clients on Heirs Insurance Group products, maintaining accurate records, and adhering to regulatory and compliance requirements. The Financial Advisor will work closely with internal teams to ensure seamless client onboarding and long-term relationship management.
Qualifications

• Ability to provide comprehensive Financial Planning and Financial Advisory services aligned with clients’ goals.
• Strong Finance and Investments knowledge to analyze options and propose suitable strategies.
• Experience in Retirement Planning, including designing and explaining long-term savings and income solutions.
• Excellent communication, interpersonal, and client relationship management skills.
• Strong analytical and numerical abilities, with attention to detail and sound judgment.
• Bachelor’s degree in Finance, Economics, Business, or a related field; relevant professional certifications (e.g., CFP, CFA, or local equivalents) are an advantage.
• Proficiency with financial planning tools, spreadsheets, and presentation software.
• Demonstrated integrity, commitment to ethical standards, and ability to work in a regulated environment.
• Capacity to work independently and as part of a team in a hybrid work setting, managing time and priorities effectively.