Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments.
Their duties include discussing finances and financial goals with clients, developing financial strategies for clients and reporting on financial progress.
In their work, they are tasked with researching investment opportunities, meeting clients to discuss their requirements and devising financial plans that ...
What are the qualifications to become an insurance advisor? The applicant must have completed the tenth standard. It is necessary for the applicant to be over the age of 18. Also, the applicant should be certified by the IRDAI (Insurance Regulatory and Development Authority of India
If you have not given the IRDAI exam then you will have to give this exam. After passing the exam, you will be on a provision period of three months. If you complete the target of three month provision period in one month then you will get promotion in one month and you will get the incentive of your target within thirty days.
After promotion, you will have to lead the team and you will get the work done from your team only.
You can send your resume on this WhatsApp number
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