Insurance Specialist

Company Description Leadway is one of Nigeria’s largest non-banking financial services providers, recognized for strong customer focus, operational excellence, and solid business performance. As a diversified holding company, Leadway operates across insurance (life and non-life), pension fund administration, health management, asset management, and wills and trusts services. 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 major sectors such as construction and engineering, manufacturing, oil and gas, shipping, aviation, government agencies, and ministries. This broad footprint offers professionals exposure to a wide range of financial solutions and industry segments.
Role Description The Insurance Finance Advisor is a full-time, hybrid role based in Lagos, with flexibility for some work from home. The advisor will provide tailored financial guidance to clients, helping them understand and select appropriate insurance, investment, and retirement planning solutions. Day-to-day responsibilities include meeting with clients, assessing their financial goals and risk profiles, and designing comprehensive financial plans that align with Leadway’s product offerings. The role involves explaining complex financial concepts in clear terms, preparing proposals, monitoring client portfolios, and recommending adjustments as needed. The advisor will collaborate with internal product and operations teams, maintain accurate client documentation, ensure regulatory and compliance standards are met, and contribute to business development through relationship management and referrals.
Qualifications

• Candidates should possess strong skills in Financial Planning and Retirement Planning to design holistic, long-term strategies for diverse client needs.
• Candidates should demonstrate solid Finance and Investments skills to analyze products, assess risk and return, and construct suitable portfolios.
• Candidates should have proven Financial Advisory skills to communicate options clearly, build trust, and support informed client decision-making.
• Relevant academic background in Finance, Economics, Business, Accounting, or related field.
• Strong analytical, numerical, and problem-solving abilities, with attention to detail and adherence to compliance and regulatory requirements.
• Excellent interpersonal and communication skills, with the ability to work effectively in a hybrid environment and collaborate across teams.
• Prior experience in insurance, wealth management, banking, or broader financial services is highly beneficial.