Financial Advisor Jobs Opening in Insurance Company Limited at Airoli, CBD-Belapur, Kharghar, Navi Mumbai
Job Description
- Build a powerful career in finance $ insurance?
- Earn Attractive incentives and enjoy Flexible working hours?
- Empower individuals and families by securing their financial future?
- We offer Growth,
- We offer Recognition,
- We offer Success with Purpose.
Key Responsibilities:
1. Client Prospecting and Lead Generation
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Identify and contact potential clients through cold calls, referrals, networking, and follow-ups on leads provided by the company.
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Build a pipeline of prospects interested in life insurance, health coverage, pension plans, and savings/investment-linked insurance products.
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Organize and participate in financial awareness seminars, webinars, and community events to generate interest in insurance planning.
2. Financial Needs Assessment
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Conduct in-depth discussions with prospective clients to understand their personal, family, and financial situation.
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Evaluate client requirements in areas such as life coverage, child education planning, retirement planning, medical protection, and income replacement.
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Use needs-analysis tools or calculators to identify coverage gaps and recommend appropriate insurance solutions.
3. Product Presentation and Consultation
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Explain product features, benefits, premium structures, and policy terms in a simple and understandable manner.
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Customize insurance plans to match the client’s needs, goals, and risk appetite.
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Offer suitable riders or investment-linked options, where applicable.
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Assist clients in comparing different plans and making informed decisions.
4. Sales and Policy Issuance
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Present and sell insurance policies, meeting or exceeding assigned sales targets and business development goals.
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Complete proposal forms, collect required documentation, and assist clients through the policy issuance process.
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Ensure compliance with all underwriting procedures and regulatory guidelines (e.g., KYC norms).
5. Customer Relationship Management
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Maintain long-term relationships with policyholders by providing excellent after-sales support.
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Monitor policy renewals and ensure timely premium payments and policy servicing.
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Stay in touch with existing clients to offer additional services such as policy upgrades, claims support, or new insurance options.
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Address customer inquiries, handle objections, and resolve grievances with professionalism.
6. Market and Product Knowledge
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Stay updated on the latest insurance products, IRDAI guidelines, tax benefits, and financial trends.
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Maintain awareness of competitor offerings to position your products effectively.
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Participate in regular training sessions, certification courses, and sales strategy workshops.
7. Reporting and Documentation
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Maintain accurate and up-to-date records of client interactions, sales reports, and policy submissions.
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Use CRM tools or mobile apps to log customer information, track follow-ups, and schedule appointments.
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Submit weekly/monthly activity reports to the sales manager and participate in team meetings.
More information about this Financial Advisor Job
Please go through the below FAQs to get all answers related to the given Financial Advisor job
- 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
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: Diploma, B.Com, BA, M.Com, MA, BCA, BE/B.Tech, MBA/PGDM, BSc, Other Graduate
- 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.
- This Financial Advisor is a work from home job?
- Ans: No ,its not a Work from Home Job.
- 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
About Company
Navi Mumbai 
Freshers 
Salary not disclosed 
B.Com(Commerce, Banking and Insurance, Capital Markets, Finance, Investment Banking, Investment Management, Marketing, Taxation, Banking & Capital Markets), BA, BBA/BBM, MBA/PGDM(Banking & Finance, Entrepreneurship, Banking & Insurance & Finance, Banking Finance and Allied Services, Finance)
Navi Mumbai
Freshers
Salary not disclosed
B.Com
Mumbai, Navi Mumbai
Freshers
Salary not disclosed
B.Com, M.Com 
