Financial Advisor needed at African Alliance Insurance Plc

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African Alliance Insurance Plc’s job vacancy, Career and Recruitment

Job title : Financial Advisor

Job Location : Lagos

Deadline : February 28, 2023

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Duties and Responsibilities

  • Understand clients’ financial needs
  • Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
  • Answer clients’ questions and address concerns
  • Give advice to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
  • Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
  • Manages clients accounts and files.


  • Bachelor’s Degree, HND / NCE in related field.
  • 1-2 years of experience as a customer service in insurance firm or similar role
  • Life and health license
  • Knowledge of securities and insurance industries
  • Proficient in Word, Excel, Outlook and PowerPoint
  • Sense of ownership and pride in your performance and its impact on company’s success
  • Critical thinker and problem-solving skills
  • Team player
  • Good time-management skills.
  • Great interpersonal and communication skills
  • Knowledge of insurance policies and operation
  • Must be residing in Lagos State Nigeria.

N140,000 – N170,000 monthly.

How to Apply for this Offer

Interested and qualified candidates should send their CV to: using the Job Title as the subject of the email.

*Accounting / Financial Services jobs in Nigeria

*Accounting / Financial Services jobs in Lagos

*Financial Advisor in Lagos

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