HE

Financial Advisor

Heirs Insurance Group
📍 LagosCDI🗓️ 9 days ago

Job Description

Lagos
CDI
⚠️

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Position: Financial Advisor

Company: Heirs Insurance Group

Location: Lagos, Nigeria

Contract Type: Full-time (8am to 5pm)

Sector: Banking, Finance and Insurance

Salary: NGN 70,000 - 150,000

Experience: Entry level – No experience required, 1 or 2 years is an asset.

Language: English

Minimum Degree: HND

About the Role: The Financial Advisor helps individuals, families, and businesses make informed financial decisions to achieve their short-term and long-term financial goals.

Responsibilities:

Financial planning – Assessing a client's financial situation and creating a personalized plan.

Investment advice – Recommending investment options tailored to the client's goals.

Retirement planning – Helping clients build sufficient funds for a comfortable retirement through pensions, annuities, and investments.

Education funding – Assisting parents in saving and investing for their children's education.

Regular financial reviews – Monitoring clients' financial plans and making adjustments as their circumstances or financial goals change.

Insurance planning – Identifying risks and recommending appropriate insurance solutions, such as life, health, education, or income protection plans.

Requirements:

A minimum of an HND.

No experience required, but 1 or 2 years is an asset.

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Expert Application Advice

Financial Advisor Heirs Insurance Group Accounting, Auditing & Finance

  • 2 days ago Easy apply Featured Full Time Banking, Finance & Insurance NGN 70,000 - 150,000

Autres informations

The Financial Advisor helps individuals, families, and businesses make informed financial decisions to achieve their short-term and long-term financial goals. Min Qualification:

Expérience

Entry level Experience Length: No Experience/Less than 1 year Language Requirement: English Working Hours: Full Time - 8 to 5

Localisation

Lagos, Nigeria

Profil recherché

Job descriptions & requirements Responsibilities: Financial Planning – Assessing a client's financial situation and creating a personalized plan. Investment Advice – Recommending suitable investment options based on the client's goals Retirement Planning – Helping clients build sufficient funds for a comfortable retirement through pensions, annuities, and investments.

Formation / Diplômes

Education Funding – Helping parents save and invest for their children's education. Regular Financial Reviews – Monitoring clients' financial plans and making adjustments as their circumstances or financial goals change. Insurance Planning – Identifying risks and recommending appropriate insurance solutions such as life, health, education, or income protection plans. Requirements: A minimum of an HND No experience is required, but 1 or 2 years will be an added advantage. Log In and Apply Important safety tips Do not make any payment without confirming with the Jobberman Customer Support Team. If you think this advert is not genuine, please report it via the Report Job link below. Report Job

Career advice powered by Taf4All

Beware of scams

Taf4All only lists job offers published by third parties — we are not the source of these jobs and do not handle recruitment. Stay vigilant: never pay money to get a job or an interview, and be wary of any suspicious request.

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