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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