Retail Sales Representative

Company Description Leadway is one of Nigeria’s foremost non-banking financial services providers, known for strong customer focus, operational excellence, and solid business performance. As a diversified holding company, Leadway operates across life and non-life insurance, 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 a wide range of individual and corporate clients across key sectors such as construction, manufacturing, oil and gas, shipping, aviation, and government. Professionals joining Leadway benefit from exposure to multiple financial disciplines and a broad, established client base.
Role Description This is a full-time Financial Advisor role based in Lagos with a hybrid work arrangement that combines on-site collaboration and some work-from-home flexibility. The Financial Advisor will provide tailored financial advice to individual and corporate clients, including developing comprehensive financial plans and recommending suitable insurance, investment, and retirement solutions. Day-to-day responsibilities include assessing client needs and risk profiles, analyzing financial information, preparing proposals, and presenting recommendations clearly and professionally. The role involves ongoing portfolio review, monitoring market and regulatory developments, and adjusting strategies to align with client objectives. The Financial Advisor will collaborate with internal teams across Leadway’s business units, maintain accurate documentation, and uphold high ethical standards and compliance with all relevant policies and regulations.
Qualifications

• Strong financial planning skills, including experience developing comprehensive, goal-based financial plans for diverse clients.
• Solid grounding in finance and investments, with the ability to analyze products, assess risk, and construct suitable portfolios.
• Expertise in retirement planning and long-term wealth preservation, including knowledge of pension structures and retirement income strategies.
• Practical experience in financial advisory, with the capacity to translate complex concepts into clear, actionable guidance.
• BSC or HND in any field
• Strong analytical, quantitative, and problem-solving skills, with attention to detail and accuracy in documentation and reporting.
• Excellent communication and interpersonal skills, with the ability to build trust-based relationships and work effectively in a hybrid environment.
• Demonstrated integrity, sound judgment, and familiarity with Nigerian financial regulations and industry best practices.