Financial Advisor Jobs Opening in Reputed life insurance company at Basaveshwara Nagar, Malleshwaram, Mathikere, Bangalore
Financial Advisor
Job Description
Key Responsibilities
1. Client Acquisition and Prospecting
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Identify potential clients through market research, networking, referrals, cold calls, and community events.
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Build and maintain a pipeline of qualified prospects.
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Attend local events, trade fairs, and business forums to increase brand presence and connect with potential customers.
2. Client Needs Assessment
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Conduct detailed financial needs analyses for individuals, families, and businesses.
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Evaluate clients’ current financial status, risk appetite, and future objectives.
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Understand client priorities such as retirement planning, children’s education, health coverage, and wealth preservation.
3. Insurance Solutions and Advisory
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Recommend suitable life, health, and general insurance products tailored to client needs.
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Explain product features, benefits, premiums, payment options, and claim procedures in simple terms.
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Help clients compare multiple insurance options to make confident decisions.
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Stay updated on company products, industry regulations, and market trends to offer accurate advice.
4. Sales and Policy Servicing
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Meet or exceed monthly and annual sales targets set by the company.
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Prepare and present insurance proposals to clients.
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Assist clients in completing application forms and ensure documentation accuracy.
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Follow up with underwriting teams to expedite policy issuance.
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Provide post-sale service, including premium reminders, beneficiary changes, and policy renewals.
5. Relationship Management
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Maintain long-term relationships with clients through regular check-ins and reviews.
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Offer guidance when clients’ life circumstances change (marriage, childbirth, career shift).
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Ensure high customer satisfaction by resolving queries and handling grievances promptly.
6. Compliance and Documentation
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Adhere to company policies, IRDAI (Insurance Regulatory and Development Authority of India) regulations, and industry standards.
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Maintain accurate client records, KYC documentation, and sales reports.
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Participate in audits and ensure compliance with legal and ethical guidelines.
7. Continuous Learning and Development
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Attend training sessions and workshops to improve sales techniques and product knowledge.
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Keep up with regulatory changes and evolving financial products.
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Learn and implement digital tools for customer engagement and sales management.
Required Skills and Qualifications
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Educational Background: Bachelor’s degree in Business Administration, Finance, Economics, or related field.
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Certification: IRDAI license (mandatory before selling insurance products).
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Communication Skills: Excellent verbal and written communication to explain complex products clearly.
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Sales Skills: Ability to persuade, negotiate, and close deals effectively.
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Analytical Skills: Capable of assessing client needs and matching them to appropriate insurance solutions.
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Interpersonal Skills: Empathetic and relationship-oriented to build trust with clients.
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Organizational Skills: Ability to manage multiple clients, follow-ups, and documentation efficiently.
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Tech Savvy: Comfortable using CRM systems, mobile apps, and digital communication tools.
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, 12th Pass (HSE)
- 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
Bangalore 
Freshers 
Salary not disclosed 
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B.Com, M.Com, BBA/BBM, MBA/PGDM
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B.Com, M.Com
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B.Com, BA, BE/B.Tech, 10th Pass (SSC), 12th Pass (HSE)
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B.Com, M.Com, BBA/BBM, MBA/PGDM
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B.Com, BBA/BBM, BSc, CA, 10th Pass (SSC), 12th Pass (HSE)
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B.Com, BA, BBA/BBM, BSc
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3 to 3+ Years
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B.Com, M.Com, CA
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BA, BSc
Bangalore
2 to 3 Years
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B.Com, M.Com, MBA/PGDM, CA
Bangalore
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B.Com
Bangalore
Freshers
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B.Com, M.Com 
