Financial Advisor (Hybrid) at Leadway Assurance Company

Job Overview

Location
Lagos, Lagos
Job Type
Full Time
Date Posted
1 year ago

Additional Details

Job ID
101341
Job Views
224

Job Description



Job Summary



  • we are looking for a result-driven Financial Advisor to be responsible for providing financial advice to prospective clients on retirement pension planning, investing in the future, saving for education, and life insurance protection.

  • The Financial Advisor will generate leads, meet prospective clients, conduct financial needs analysis and make presentations.


Responsibilities



  • Assessing prospective clients financial portfolios and analysing risk.

  • Offering specialized insurance advise to prospective clients.

  • Meeting with prospective clients to determine their financial objectives and risks tolerance.

  • Offering strategic advice on products and services, such as investment, insurance coverage and risk management tools.

  • Identifying potential clients to maintain a strong client base.


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