Senior Financial Advisor
- Hiring from
- Nigeria
- Work type
- Hybrid
- Posted
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Company Description Heirs Insurance Group is a growing family of insurance companies committed to providing comprehensive financial protection and long-term value. The group includes Heirs General, Heirs Life, and Heirs Insurance Brokers, each offering specialized solutions across general insurance, life insurance, and advisory services. Together, these entities work to support individuals and businesses in managing risk and building financial security. Team members have the opportunity to contribute to a dynamic, customer-focused environment where innovation and responsible financial guidance are highly valued.
Role Description The Senior Financial Advisor is a full-time, hybrid role based in Lagos, with flexibility to work from home for part of the time. This role involves providing personalized financial and insurance advice to clients, including assessing their financial goals, risk tolerance, and coverage needs. The Senior Financial Advisor will design and present comprehensive financial plans, recommend appropriate insurance and investment products, and support clients with retirement planning strategies. On a day-to-day basis, the role includes meeting with clients, reviewing portfolios and policies, preparing financial projections, and maintaining accurate documentation and compliance with regulatory requirements. The Senior Financial Advisor will also collaborate with internal teams across Heirs General, Heirs Life, and Heirs Insurance Brokers to ensure integrated solutions and a high standard of client service.
Qualifications
Strong financial planning skills, including experience developing comprehensive plans aligned with client goals and timelines.
Solid foundation in Insurance, finance with the ability to analyze risk/return profiles.
Expertise in retirement planning, including strategies for income replacement, and long-term protection plan.
Knowledge of investments and financial advisory practices, with the ability to recommend suitable products and portfolio strategies.
Relevant professional certification (e.g., Proficiency in Insurance(NAICOM) and a bachelor’s degree in Finance, Economics, Business, or related field.
Years of experience in financial advisory or wealth management, preferably within insurance or financial services organizations.
Excellent communication, presentation, and interpersonal skills, with the ability to build trust and long-term client relationships.
Strong analytical skills, attention to detail, and commitment to ethical, client-focused advisory practices.
Comfort working in a hybrid environment, with the ability to manage time effectively and collaborate with colleagues across locations.
Location of choice-Abeokuta, Abule Egba, Agege, Bariga, Ibadan, Ikeja, Ketu, Mushin, Ogudu, Ojudu, Ota, Surulere, Yaba.
Role Description The Senior Financial Advisor is a full-time, hybrid role based in Lagos, with flexibility to work from home for part of the time. This role involves providing personalized financial and insurance advice to clients, including assessing their financial goals, risk tolerance, and coverage needs. The Senior Financial Advisor will design and present comprehensive financial plans, recommend appropriate insurance and investment products, and support clients with retirement planning strategies. On a day-to-day basis, the role includes meeting with clients, reviewing portfolios and policies, preparing financial projections, and maintaining accurate documentation and compliance with regulatory requirements. The Senior Financial Advisor will also collaborate with internal teams across Heirs General, Heirs Life, and Heirs Insurance Brokers to ensure integrated solutions and a high standard of client service.
Qualifications
Strong financial planning skills, including experience developing comprehensive plans aligned with client goals and timelines.
Solid foundation in Insurance, finance with the ability to analyze risk/return profiles.
Expertise in retirement planning, including strategies for income replacement, and long-term protection plan.
Knowledge of investments and financial advisory practices, with the ability to recommend suitable products and portfolio strategies.
Relevant professional certification (e.g., Proficiency in Insurance(NAICOM) and a bachelor’s degree in Finance, Economics, Business, or related field.
Years of experience in financial advisory or wealth management, preferably within insurance or financial services organizations.
Excellent communication, presentation, and interpersonal skills, with the ability to build trust and long-term client relationships.
Strong analytical skills, attention to detail, and commitment to ethical, client-focused advisory practices.
Comfort working in a hybrid environment, with the ability to manage time effectively and collaborate with colleagues across locations.
Location of choice-Abeokuta, Abule Egba, Agege, Bariga, Ibadan, Ikeja, Ketu, Mushin, Ogudu, Ojudu, Ota, Surulere, Yaba.
