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Financial Advisor

LeadwayApplies on LinkedInFinance
Hiring from
Nigeria
Work type
Hybrid
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Company Description

LEADWAY is one of Nigeria’s foremost and largest Non-Banking Financial Services providers, known for its customer-centricity, operational excellence, and outstanding business performance. The company's services include Insurance (Life and Non-Life), Pension Funds Administration, Health Management, Asset Management, and Wills and Trusts Management. LEADWAY's associate companies span various sectors, such as Leadway Assurance, Leadway Pensure, Leadway Health, and others. Clients include both individuals and corporate entities across major industries like Construction, Manufacturing, Oil & Gas, Shipping, Aviation, and Government Agencies.

Role Description

This is a full-time hybrid role for a Financial Advisor, located in Lagos with some work-from-home flexibility. The Financial Advisor will be responsible for selling financial strategies, advising clients on retirement planning, managing investments, and providing comprehensive financial planning services. Daily tasks include sourcing and meeting with potential clients, analyzing financial data, creating financial plans, and monitoring financial markets and investment portfolios to aid your presentation to prospect.

Qualifications

  • Skills in Financial Planning, including retirement planning and investments
  • Experience in Finance and Financial Advisory sales.
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills
  • Ability to work independently and in a hybrid work environment
  • Experience in the financial services or sales and marketing industry is a plus
  • Bachelor's degree or HND in Finance, Accounting, Economics, marketing or related field

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