Financial Advisor Sale's

Company Description Leadway is one of Nigeria’s foremost Non-Banking Financial Services providers, known for customer-centric solutions, operational excellence, and strong business performance. As a holding company, Leadway operates across multiple financial services, including insurance (life and non-life), pension fund administration, health management, asset management, and wills and trusts management. Its associate companies include Leadway Assurance, Leadway Pensure, Leadway Health, Leadway Capital and Trusts, Leadway Asset Management, Leadway Properties and Investments, Ankara (HMO Côte d’Ivoire), and Leadwayassurance (Côte d’Ivoire). Leadway serves both individual and corporate clients across key sectors such as construction, manufacturing, oil and gas, shipping, aviation, and government agencies. Applicants can expect to join a diverse, established organization with broad career development opportunities in the financial services industry.

Role Description

The Financial Advisor Sales role is a full-time, hybrid position based in Lagos, with a mix of in-office and work-from-home responsibilities. The role focuses on identifying prospective clients, engaging existing clients, and offering tailored financial advisory solutions across insurance, investments, retirement planning, and other financial products. Day-to-day tasks include assessing client financial goals, preparing and presenting proposals, explaining product features and benefits, and guiding clients through the decision-making and onboarding processes. The Financial Advisor Sales professional will monitor client portfolios, provide periodic reviews, and recommend adjustments aligned with changing needs and market conditions. The role also involves meeting sales targets, maintaining accurate records in internal systems, collaborating with internal teams to resolve client issues, and staying current on regulatory and market developments that affect client recommendations.

Qualifications

• Strong financial advisory capabilities, including Financial Advisory and Financial Planning skills.
• Solid understanding of Finance and Investments for recommending appropriate products and strategies.
• Knowledge of Retirement Planning to help clients design long-term financial security plans.
• Excellent communication, presentation, and interpersonal skills for client-facing sales engagements.
• Ability to work with targets, manage pipelines, and follow through on leads in a structured manner.
• Proficiency with basic office and CRM tools for documentation and client relationship management.
• Bachelor’s degree or HND in Finance, Economics, Business, or a related field; relevant professional certifications are an advantage.
• Previous experience in financial services, insurance sales, or advisory roles is highly beneficial.