Senoir Financial Advisor

Company Description Heirs Insurance Group is a family of insurance companies that provides comprehensive financial protection and advisory services beyond traditional insurance products. The group includes Heirs General, Heirs Life, and Heirs Insurance Brokers, offering diverse solutions for individuals and businesses. As part of a growing, forward-looking organization, team members benefit from exposure to multiple lines of insurance and financial services. The company emphasizes innovation, customer-centric solutions, and long-term financial well-being for its clients.
Role Description The Senior Financial Advisor is a full-time, hybrid role based in Lagos, with flexibility for some work-from-home arrangements. The person in this role will provide clients with comprehensive financial planning advice, including insurance coverage, retirement planning, investment strategies, and wealth management solutions. Day-to-day responsibilities include meeting with clients, assessing their financial needs and risk profiles, developing tailored financial plans, and recommending suitable insurance and investment products. The Senior Financial Advisor will also monitor client portfolios, adjust strategies as needed, prepare reports, and stay informed about market trends and regulatory developments. Collaboration with internal teams across Heirs General, Heirs Life, and Heirs Insurance Brokers is expected to ensure integrated, high-quality advisory services.
Qualifications

• Strong expertise in Financial Planning and Financial Advisory, with a proven ability to design and implement comprehensive client strategies.
• Solid background in Finance and Investments, including portfolio review, asset allocation, and risk management.
• Experience in Retirement Planning, with the ability to guide clients on long-term income, savings, and protection goals.
• Relevant academic qualification in Finance, Economics, Business, or a related field; professional certifications (e.g., CFA, CFP, or local equivalent) are an advantage.
• Demonstrated client relationship management skills, strong analytical abilities, and clear written and verbal communication.
• High ethical standards, attention to detail, and the ability to work both independently and collaboratively in a hybrid work environment.
• Prior experience in insurance or financial services, particularly in advisory or consulting roles, is highly beneficial.