Financial Advisor Jobs Opening in Insurance Company Limited at Elgin Road, Kolkata
Job Description
Roles and Responsibilities:
- Advisor Sales team with customer service, conducting market research, generating leads, and participating in sales meetings.
- Additional duties include providing support during the sales process, preparing sales materials, and participating in training sessions to develop sales skills.
Skills:
- Strong Communication and Customer Service skills.
- Proficiency in Sales and Sales Management.
- Experience in Training and skill development.
- Excellent interpersonal and organizational abilities.
- Ability to work independently and in a team environment.
Key Responsibilities
1. Client Prospecting & Lead Generation
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Identify and generate leads through cold calling, networking, referrals, walk-ins, or digital outreach.
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Attend marketing campaigns, financial planning seminars, and community events to engage potential clients.
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Schedule and conduct meetings with prospective customers to introduce the concept of insurance planning.
2. Financial Needs Assessment
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Understand and analyze clients’ financial goals, income, risk profile, and future needs.
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Conduct thorough financial planning discussions to assess life protection, health coverage, investment, retirement, and child education requirements.
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Customize insurance solutions accordingly, ensuring product suitability.
3. Insurance Product Recommendation
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Recommend appropriate insurance products including:
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Life insurance (term, endowment, ULIPs, whole life)
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Health insurance and critical illness plans
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Personal accident and disability coverage
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Child education plans, retirement/pension plans, annuities
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Explain policy features, premium structure, benefits, terms and conditions clearly to clients.
4. Sales Closure & Documentation
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Assist clients in choosing the best policy based on their preferences and financial objectives.
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Complete application and documentation processes efficiently and accurately.
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Submit proposals to the insurer and follow up until issuance of the policy.
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Ensure compliance with regulatory standards and company policies during the sales process.
5. Post-Sales Service & Client Relationship Management
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Provide continuous support to policyholders for premium payments, policy renewals, updates, claims, and queries.
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Maintain regular contact with clients to review policies and suggest upgrades or new plans based on life events or financial changes.
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Handle grievances and coordinate with the insurer’s back-office or claims team when needed.
6. Business Development & Sales Targets
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Meet or exceed monthly/quarterly sales and revenue targets as assigned by management.
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Track sales performance, pipeline status, and customer feedback using CRM tools or reports.
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Contribute to branch sales growth through active participation in promotions and campaigns.
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: B.Com, BBA/BBM, MBA/PGDM
- 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
Kolkata 
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