Insurance Advisor

provides financial advice to clients on retirement planning, investing, and protecting against risks. Insurance advisors complete a financial needs analysis with clients, which includes assets and liabilities, tax status, existing insurance and risk analysis Meeting with clients. Offering specialized financial guidance and advice. Completing financial...

**Roles and Responsibilities**: - Should have experience in Auditing in motor & health insurance. - Have experienced in policy issuing. - Strong knowledge in hard copy underwriting in Health and motor insurance. **Qualifications And Skills** - Should have good English communication - Should have worked for an Insurance Company. * - Strong written and...

**Job Title: US Insurance Advisor** **On-site job** **Experience: At least 1 year in US insurance** **Requirements**: - Proven experience in US insurance - Must be excellent in communication skills - Awareness of legal requirements in the USA for lift insurance. - Aware of marketing skills to attract leads - Must have negotiation and convincing...

**Job description** **Please note this opening is with one of our client in Insurance Domain** **Job Purpose Statement (Summarize in one/two statements why this job exists and the contribution makes to the overall business of the company).** Ø To develop Non - M & M commercial business to increase our visibility in the corporate segment. Ø Handle the...

Responsible for quality team development and playing important role in expanding the market - Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. - Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good...

Responsibilities - Drive sales of insurance products through direct sales and relationship building. - Identify and generate new leads through networking, cold calling, and referrals. - Understand customer needs and provide tailored insurance solutions. - Meet or exceed monthly sales targets and KPIs. - Maintain accurate records of customer interactions and...

Sales strategy: Developing and executing sales strategies to achieve sales targets and drive revenue growth New business: Identifying and pursuing new business opportunities in the insurance industry Stakeholder relationships: Building and maintaining strong relationships with key stakeholders, including clients, partners, and industry associations...

We are looking for a stock advisor(Wealth advisor) at Iskon location in Ahmedabad. Edu: Any Graduate Exp: 1 to 2 years Roles: - Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF - Responsible for generating revenue from Third party product like Insurance, Bonds, FDs - Develop and maintain a Long-term relationship with customers...

**responsibilities and duties** Provide advice on Car insurance solutions based on an insurance needs analysis that satisfies the client’s needs Demonstrates commitment to first call resolution by taking ownership & accountability of client problems and ensuring the escalation process is followed Collect policy, underwriting and other information from...

**Key Roles & Responsibilities**: **Achieve assigned annual target of the branch by driving sales across all customer segments - Business mix in terms of blended premium & no. of cases.** **Maintain cordial relationship across all ranks and files of the branch and resolve escalations with in TATs** **Support bank’s sales force in terms of various...

Job Summary: The Insurance Agent is responsible for selling and managing various insurance policies, including life, health, auto, and property insurance. The agent will develop and maintain client relationships, assess their insurance needs, and provide tailored solutions to ensure their financial protection. Key Responsibilities: - **Client...

**General Insurance sales** Minimum 5 years HNI sales experience industrial, commercial insurance sales hni sales insurance broking company Pay: ₹45,000.00 - ₹70,000.00 per month Schedule: - Day shift **Experience**: - insurance/banking sales: 4 years (required) Ability to Commute: - Ahmedabad, Gujarat (required) Ability to Relocate: -...

We are looking for a Service Advisor to join our team and act as a liaison between our customers and our Service Technicians. Service Advisor responsibilities include greeting customers, listening to their needs and scheduling appointments as needed. They may also include setting up loaner cars and verifying insurance before maintenance is...

Caring Click Enterprises LLP seeks a highly skilled and experienced Senior Portfolio Advisor to join our team.About the RoleWe are looking for a talented individual who can manage client relationships, increase revenue from existing clients, and advise clients on their portfolio and investments.The ideal candidate will have excellent communication skills, be...

Job SummaryWe are seeking a highly skilled and motivated Insurance Sales Lead to join our team at HIRING STREET. This is an exciting opportunity for a results-driven professional to develop and execute sales strategies, build strong relationships with clients and stakeholders, and drive revenue growth in the insurance industry.Key ResponsibilitiesSales...

Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF Responsible for generating revenue from Third party product like Insurance, Bonds, FDs Develop and maintain a Long-term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business. Will need to be constantly...

It's a great opportunity for you to join one of the government organization.

**Group Company**: **Designation**: Development Manager (700012) **Position description**: Please Click here to view the Job Proposition **Job Purpose**: - To recruit and develop Personal Financial Advisor resulting in generation of new business and renewal of existing business **** **Key Responsibilities** **Responsibilities** - To ensure Licensing of...

**Key Responsibility**: Ø Handling & Advising clients on Commodity, Currency product. Ø Passing on research calls and engaging clients to trade. Ø Creation of revenue through effective Advisory. **Specifications Required** - **Minimum 6 Months -4 Years’ experience.** - Commodity, Equity, Currency Market Knowledge. - Able to Understand Market Reports...

Company DescriptionCentric Wealth Advisors Llp is a investment and insurance advisory services company based in Ahmedabad, Gujarat, India. We provide comprehensive and personalized financial planning and wealth management services to our clients. Our team is dedicated to helping individuals and families achieve their financial goals and dreams.Role...