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Insurance Financial Advisor

LeadwayApplies on LinkedInFinance
Hiring from
Nigeria
Work type
Hybrid
Posted
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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 insurance (life and non-life), pension fund administration, health management, asset management, and wills and trusts management, among other specialties. 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. The organization offers diverse opportunities for professionals seeking growth in a dynamic, multi-sector financial services environment.
Role Description The Insurance Financial Advisor is a full-time, hybrid role based in Nigeria, with a combination of in-office and work-from-home flexibility. The individual in this role will advise clients on insurance and financial solutions, including life and non-life coverage, retirement options, and investment-linked products, aligning recommendations with clients’ financial goals and risk profiles. Day-to-day responsibilities include meeting with prospective and existing clients, conducting financial needs analyses, preparing tailored proposals, and explaining product features, benefits, and terms in clear, accessible language. The role also involves maintaining accurate client records, following up on policy applications and renewals, and collaborating with internal teams to ensure compliant documentation and timely service delivery. The Insurance Financial Advisor will be expected to meet sales and service targets while upholding ethical standards and regulatory requirements.
Qualifications

  • Strong financial advisory capabilities, including Financial Planning and Retirement Planning skills.
  • Solid understanding of core Finance principles and practices.
  • In-depth knowledge of Insurance products and solutions (life and non-life).
  • Ability to assess and recommend appropriate Investments based on client profiles.
  • Relevant academic background in Finance, Economics, Business, or a related field; professional certifications in insurance or financial planning are an advantage.
  • Excellent communication, presentation, and interpersonal skills, with the ability to build trust and long-term client relationships.
  • Strong analytical, numerical, and problem-solving skills, with attention to detail and adherence to regulatory and compliance standards.
  • Proven ability to work toward sales targets, manage time effectively, and operate in a hybrid work environment.

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