Financial Consultant

A Leading Life Insurance Company Limited

0 Years

Not disclosed

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Posted: 14 Mar 24

Job Description

Provide Financial planning support to clients.
Support investment professionals to cultivate client relationships.
Prepare Financial Plans and check their accuracy.
Respond to prospective customer queries about financial planning
Assist in the development plans for the company.
Offer subject matter expertise to fellow Financial Advisors.
Assessing and analyzing the client’s financial situation and identify shortfalls
Assisting clients to establish investment objectives
Presenting clients financial plan with short- and/or long-term goals
Meeting with the client regularly to assess if recent life changes will affect the financial plan
Providing advice and recommendation on a variety of investment solutions
Providing quality pre- and post-sales services
Building a client base and identify prospective clients
Cultivating relationships with existing and prospective clients

More information about this Financial Consultant Job

Please go through the below FAQs to get all answers related to the given Financial Consultant job

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

What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: 10th Pass (SSC)
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 Consultant is a work from home job?
- Ans: Yes,its a Work from Home Job.
How many job vacancies are opening for the Financial Consultant position?
- Ans: There are immediate 1 job openings for Financial Consultant in our Organisation.

Job Particulars

Role counsellor

Education 10th Pass (SSC)

Who can apply Freshers

Hiring Process Face to Face Interview

Employment TypePart Time

Job Id2312515

Job Category Part Time , Teaching , Work from Home

Locality Address Thiruvananthapuram-Others

State Kerala

Country India

About Company

Successful and admired life insurance company, which means that we are easiest to deal with, offer the best value for money, and set the standards in the industry. We offer a range of Individual and group insurance solutions that meet your various needs such as Protection, Pension, Savings & Investment, Health and more.

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