Financial Consultant Jobs Opening in A Leading Life Insurance at Bhawanipur, Kolkata

Responsibilities:

Developing financial plans to help clients achieve their long-term and short-term financial goals.

Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.

Assessing how certain life changes and financial status changes affect clients’ financial plans and adjusting such plans accordingly.

Traveling to clients’ homes and places of business to consult with them.

Monitoring financial markets and economic conditions.

Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.

Communicating with accountants, real estate agents, attorneys, and other professionals to verify the information.

Researching suitable investment opportunities for clients.

Skills:

The ability to analyze financial data.

Excellent problem-solving skills.

Effective communication skills.

Exceptional customer service skills.

Strong business acumen.

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


2. What is the qualification for this job?
   
   • Ans: The candidate can be a Graduate from any of the following: B.Com, BA, BBA/BBM, Other Graduate
   
   
3. 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.
   
   
4. This Financial Consultant is a work from home job?
   • Ans: No ,its not a Work from Home Job.
   
   
5. How many job vacancies are opening for the Financial Consultant position?
   
   • Ans: There are immediate 1 job openings for Financial Consultant in our Organisation.