Insurance Financial Advisor at Fortis Global Insurance Plc

Role Description

• This is a full-time hybrid role for an Insurance Financial Advisor based in Lagos, with the flexibility to work remotely on some occasions.
• The Insurance Financial Advisor will provide personalized financial and insurance planning services to clients, including assessing financial needs, offering tailored insurance products, and assisting with retirement and investment plans.
• The role involves building strong client relationships, staying updated on industry trends, and ensuring compliance with financial regulations.
• The advisor will collaborate with internal teams to ensure seamless service delivery and exceptional client experiences.

Qualifications

• Expertise in Financial Planning and Retirement Planning
• Knowledge of Insurance and Investments
• Strong understanding of Finance principles and strategies
• Excellent communication and interpersonal skills to build trust with clients
• Analytical and problem-solving abilities to assess client needs and recommend suitable solutions
• Proficiency in using digital tools and technology to manage financial processes and insurance solutions
• Bachelor's degree in Finance, Economics, Insurance, or a related courses
• Proven experience in financial advisory, insurance, or investment planning roles
• Ability to work both collaboratively within a team and independently