Understand clients' financial goals and risk appetite.
Provide advice on life insurance, health insurance
, investment-linked plans, and other financial protection products.
Achieve
monthly and annual sales targets for insurance
and financial products.
Conduct market research and stay updated on industry trends
, competitor offerings, and regulatory changes.
Assist clients with policy documentation, claim processes, renewals, and premium payments.
Participate in training, workshops, and team meetings to continuously improve
product knowledge and sales skills.
Qualifications:
12th Pass or Bachelor's degree in Finance, Accounting, Economics
Proven experience as a Financial Consultant, Financial Advisor, or similar role.
Strong understanding of life, health, and investment insurance products.
Job Type: Full-time
Pay: ₹12,704.92 - ₹15,000.00 per month
Work Location: In person
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