Financial Planning & Insurance Sales Intern

Year    MP, IN, India

Job Description

The intern will gain hands-on exposure to financial planning, insurance products, SIPs, and client interaction, while learning sales and relationship management skills.

Key Responsibilities:

Assist in explaining insurance products (Life, Health, General) to potential clientsSupport senior advisors in financial planning and client profiling

Learn and promote insurance policies, SIPs, and investment solutions

Generate leads through calls, referrals, and field activities

Maintain client data and follow up on prospects

Help in documentation, policy issuance, and after-sales supportAttend product training and sales meetings regularly

Job Types: Full-time, Permanent, Fresher, Internship
Contract length: 4 months

Pay: ₹3,000.00 - ₹10,000.00 per month

Benefits:

Health insurance Provident Fund
Work Location: In person

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Job Detail

  • Job Id
    JD5052405
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    MP, IN, India
  • Education
    Not mentioned
  • Experience
    Year