Financial Advisory
About Leadway Assurance Company Limited
Leadway Assurance Company Limited (‘Leadway’) is one of Nigeria’s foremost insurance service companies, with a reputation for service efficiency and customer reliability. For over 45 years, LEADWAY has honored its underwriting commitments and has earned its reputation of excellence in claims handling. The evolution of Leadway since 1970 has mirrored the dramatic expansion of indigenous insurance service providers, with Leadway remaining in the forefront as an insurer of repute.
The reputation enjoyed today by Leadway has been attained by the continuing pursuit of improvements to maintain competitive advantage. All aspects of the business are approached with discipline; the recruitment of staff, the development of products, the advancement of technologies and the personal service offered to each client.
We are recruiting to fill the position below:
Job Title: Financial Advisor
Location: Opebi / Ikeja – Lagos
Employment Type: Full-time
Job Description
- We are looking for a result-driven insurance advisor to be responsible for providing financial advice to clients on retirement planning, investing in the future, saving for education, and life insurance protection.
- The insurance advisor will generate leads, meet with clients, complete a financial needs analysis, and present them with customized financial proposals. You should thereafter discuss and market insurance options that suit their needs.
- To be successful as an insurance advisor, you should stay up to date with the latest products and benefits and inform clients of these offerings.
- Ultimately, a top-notch Insurance Advisor should offer specialized guidance and advice on areas of concern and empower people to live better lives.
Responsibilities
- Meeting with clients.
- Offering specialized financial guidance and advice.
- Completing financial needs analyses.
- Creating and explaining customized plans.
- Utilizing knowledge of tax investment strategies.
- Assessing clients’ financial portfolios.
- Analyzing clients’ risk. -Encouraging clients to invest in the future.
Requirements
- Bachelor’s Degree in Finance or similar.
- Strong verbal and written communication skills.
- A professional appearance.
- On-going training in the latest products and benefits.
- Attendance at product launches and seminars.
- Compliance according to state regulations and policies.
