Insurance Advisor Jobs in Visakhapatnam - Oriental Insurance company Ltd

Financial Advisor Job Description

We are looking to hire a financial advisor to join our team. Financial advisors assess the financial needs of individuals and help them with investments, tax exemptions and insurance decisions. They help clients plan for short-term and long-term goals, such as education expenses and retirement. They recommend investments to match the clients' goals.

Financial Advisor Responsibilities:

• Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
• Answering client questions about financial plans and strategies and giving financial advice.
• Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
• Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
• Implementing financial plans or referring clients to professionals who can help them.

Financial Advisor Requirements:

• Minimum education Qualification 10th, 10+2 or Intermediate and above
• Young Professionals, Retired Persons and Housewives can apply
• Age should be between 23-65
• Full time or Part time Jobs

Work location is at Visakhapatanam.