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Financial Advisor Jobs Opening in Individual at Gajuwaka, Visakhapatnam

Financial Advisor

Individual
experience-icon 0 Years
salary-icon 20000 - 30000 Monthly
Expired

Posted: 24 May 25

Job Description

Hiring for a India's top Life insurance company. We hire candidates who are willing to earn secondary income, we hire housewives, retired employees, students etc... It's a great opportunity for candidates looking for work from home jobs. 

Key Responsibilities:

1. Client Acquisition and Relationship Management

  • Identify prospective clients through networking, cold calling, referrals, seminars, and community engagement.

  • Build and maintain a robust pipeline of potential clients.

  • Conduct one-on-one meetings with clients to understand their financial needs, goals, and current financial situation.

  • Develop personalized financial plans tailored to individual clients' life goals such as wealth accumulation, retirement security, education planning, and estate preservation.

  • Establish long-term relationships with clients and provide continuous service and support to meet changing needs.

2. Financial Planning and Advisory

  • Perform in-depth financial assessments for clients and propose appropriate insurance and investment solutions.

  • Provide recommendations on a range of financial products including life insurance, health insurance, pension plans, term plans, ULIPs (Unit Linked Insurance Plans), and annuities.

  • Educate clients on the importance of financial planning, risk management, and the role of insurance in financial security.

  • Monitor and review clients' portfolios periodically and make necessary recommendations based on life stage, market trends, and client preferences.

3. Sales and Revenue Generation

  • Meet and exceed monthly, quarterly, and annual sales targets set by the company.

  • Ensure consistent business development activities to drive growth in assigned territory or customer segment.

  • Maintain a high conversion rate from lead to sale and strive for client satisfaction and retention.

  • Maintain records of sales, client communications, and service activities for tracking and compliance purposes.

4. Compliance and Ethical Conduct

  • Adhere strictly to industry and company guidelines, ethical practices, and regulatory requirements.

  • Ensure complete and accurate documentation of all client interactions and financial plans.

  • Maintain confidentiality of client data and ensure data security in all forms of communication.

  • Stay updated with current regulatory guidelines issued by IRDAI (Insurance Regulatory and Development Authority of India) or relevant governing bodies.

5. Continuous Learning and Development

  • Participate in ongoing training programs and workshops organized by the company.

  • Stay abreast of the latest financial products, market trends, tax laws, and insurance updates.

  • Obtain and maintain required certifications and licenses necessary for practicing as a financial advisor.

  • Develop expertise in both traditional and digital financial solutions to serve a diverse client base.


More information about this Financial Advisor Job

Please go through the below FAQs to get all answers related to the given Financial Advisor job

  1. What are the job requirements to apply for this Financial Advisor job position?
    • Ans: A candidate must have a minimum of fresher as an Financial Advisor

  2. What is the qualification for this job?
    • Ans: The candidate can be a Graduate from any of the following: 12th Pass (HSE), 10th Pass (SSC)

  3. What are the salary requirements for this job?
    • Ans: The salary range is between 20000 and 30000 Monthly. The Salary will depend on the interview. This Financial Advisor is a Part Time in Visakhapatnam.

  4. What is the hiring Process of this job?
    • Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.

  5. This Financial Advisor is a work from home job?
    • Ans: Yes,its a Work from Home Job.

  6. How many job vacancies are opening for the Financial Advisor position?
    • Ans: There are immediate 1 job openings for Financial Advisor in our Organisation.

Job Particulars

Who can apply Freshers
Hiring Process Face to Face Interview, Telephonic Interview
Employment TypePart Time
Job Id2682335
Locality Address Gajuwaka
Country India

About Company

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