Insurance Financial Advisor / Sales Executive

About the role

Leadway is seeking an Insurance Financial Advisor/Sales Executive to join its Lagos team. This full‑time hybrid position involves delivering comprehensive financial planning, retirement, insurance and investment advice to both individual and corporate clients. The role requires building strong relationships, understanding client goals and providing tailored financial solutions.

Key responsibilities

• Provide comprehensive financial planning and advisory services, including retirement planning, insurance, and investment advice.
• Develop new business opportunities and acquire new clients.
• Manage client portfolios and ensure ongoing client satisfaction.
• Deliver personalized financial solutions tailored to client needs.
• Ensure compliance with regulatory requirements.
• Collaborate with internal teams to develop product offerings.

Required profile

• Strong financial planning, retirement planning and finance skills.
• Experience in insurance and investments.
• Excellent interpersonal and communication abilities.
• Bachelor’s degree or HND in marketing, finance, economics, business administration or a related field.
• Ability to work independently and in a hybrid environment.
• Strong analytical and problem‑solving abilities.