Financial Advisor Jobs Opening in Reputed Insurance at Jamshedpur
Financial Advisor
Job Description
Job Overview:
We are seeking a motivated and knowledgeable Financial Advisor specializing in insurance products. The Financial Advisor will guide clients in selecting suitable insurance plans, including life, health, and general insurance policies, based on their financial goals and risk profile. The role requires strong interpersonal skills, an understanding of financial products, and the ability to build long-term client relationships.
Key Responsibilities:
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Client Consultation and Needs Assessment:
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Meet with clients to understand their financial goals, current financial situation, and risk appetite.
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Conduct detailed analysis to recommend appropriate insurance solutions tailored to individual needs.
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Explain policy features, benefits, terms, and conditions clearly to clients.
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Insurance Product Advisory:
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Advise clients on life insurance, health insurance, term plans, investment-linked policies, and other insurance products.
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Stay updated on the latest insurance products, market trends, and regulatory changes.
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Help clients make informed decisions regarding policy selection and coverage levels.
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Sales and Business Development:
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Generate leads through referrals, networking, and marketing efforts.
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Convert prospects into clients by presenting solutions and addressing concerns.
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Meet or exceed monthly and annual sales targets set by the company.
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Policy Management and Client Support:
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Assist clients in completing policy applications, documentation, and claim processes.
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Conduct periodic policy reviews to ensure continued relevance of coverage.
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Provide ongoing support to clients regarding policy renewals, modifications, and queries.
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Compliance and Reporting:
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Ensure all processes adhere to regulatory guidelines and company policies.
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Maintain accurate records of client interactions, policy details, and sales activities.
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Submit timely reports to supervisors or management regarding sales performance and client engagement.
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Skills and Competencies:
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Strong communication and interpersonal skills to build client trust.
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Knowledge of insurance products, financial planning concepts, and risk management.
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Ability to analyze client financial situations and recommend appropriate solutions.
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Negotiation, persuasion, and problem-solving skills.
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Self-motivated with a results-oriented approach.
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, BA, BBA/BBM
- 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: Yes,its 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
Jamshedpur 
Freshers 
Salary not disclosed 
B.Com, M.Com
Jamshedpur
Freshers
Salary not disclosed
BA, BSc
Jamshedpur
Freshers
Salary not disclosed
B.Com, M.Com
Jamshedpur
Freshers
Salary not disclosed
BA, BSc 
