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Financial Planner at Cornerstone Insurance Plc

Job Title: Financial Planner

Cornerstone is licensed and re-certified by the National Insurance Commission (NAICOM) to do both General and Life businesses and the classes of Insurance business we currently undertake include the following:
Motor Vehicle, Aviation, Marine, Engineering All Risks, Asset Protection, Liability to Third Party, Oil & Gas, Group Life, Credit Life, Mortgage Protection, Term Assurance, Wealth Creation Products and Takaful (Islamic Insurance) 

The financial planner will responsible for analysing financial situations to determine risk, reward, and opportunity.

Key Responsibility:

  • Prepares financial and business related analysis and research.
  • Draft consolidated forecasts and budgets and analyzes trends in revenue, expense, capital expenditures and other related areas.
  • Develop financial review templates and meetings.
  • Devise debt liquidation plans that include payoff priorities and timelines.
  • Explain to clients the details of financial assistance available to college and university students, such as loans, grants, and scholarships.
  • Implement financial planning recommendations.
  • Determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
  • Monitor market trends.
  • Make recommendations in areas such as areas as cash management, insurance coverage, and investment planning.

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