Financial Advisor Sales (Hybrid, Lagos)

About the role

The Financial Advisor Sales position is a full‑time hybrid role based in Lagos, combining office and remote work. You will identify prospective clients, engage existing customers and provide tailored financial advisory solutions across insurance, investments, retirement planning and other financial products.

Key responsibilities

• Assess client financial goals and prepare customized proposals.
• Present product features, explain benefits and guide clients through decision‑making and onboarding.
• Monitor client portfolios, conduct periodic reviews and recommend adjustments.
• Meet sales targets, maintain accurate records in internal systems and collaborate with internal teams to resolve client issues.

Required profile

• Bachelor’s degree or HND in Finance, Economics, Business or related field; professional certifications are a plus.
• Previous experience in financial services, insurance sales or advisory roles.
• Strong communication, presentation and interpersonal abilities for client‑facing engagements.

Required skills

• Financial advisory and planning capabilities.
• Solid understanding of finance, investments and retirement planning.
• Proficiency with basic office applications and CRM tools for documentation and client relationship management.