Financial Advisor
1 month ago
A Financial Advisor plays a crucial role in the insurance industry by selling life insurance policies to individuals and businesses. The primary objective is to help clients financially protect their loved ones or business interests in the event of the policyholder's death. Here's a general overview of a life insurance agent's job description:
- **Sales and Marketing**:
- Generate leads through various means such as cold calling, networking, referrals, and digital marketing.
- Conduct presentations and meetings with potential clients to explain the benefits of life insurance and help them understand different policy options.
- **Product Knowledge**:
- Stay informed about various life insurance products, their features, and benefits.
- Provide information to clients about different types of policies, such as term life, whole life, and universal life insurance.
- **Needs Analysis**:
- Conduct thorough needs assessments to understand the financial goals and obligations of clients.
- Analyze clients' current financial situations to recommend suitable coverage amounts and policy types.
- **Client Education**:
- Educate clients on the importance of life insurance and how it can be a crucial part of their financial planning.
- Clarify any questions or concerns clients may have about the insurance products.
- **Policy Issuance and Administration**:
- **Relationship Building**:
- Build and maintain long-term relationships with clients to foster trust and satisfaction.
- Provide ongoing support and service, including policy reviews and updates as needed.
- **Compliance and Ethics**:
- Adhere to industry regulations and ethical standards in selling and servicing life insurance policies.
- Stay informed about changes in insurance laws and regulations.
- **Goal Achievement**:
- Set and work towards sales targets and goals established by the insurance agency or company.
- Continuously seek opportunities to cross-sell or upsell additional insurance products.
- **Professional Development**:
- Stay updated on industry trends, market conditions, and advancements in insurance products.
- Attend training sessions and workshops to enhance sales skills and product knowledge.
- **Team Collaboration**:
- Work collaboratively with other agents, support staff, and management to achieve organizational objectives.
- Share insights and best practices with team members.
Successful Financial Advisor often possess strong interpersonal skills, sales acumen, a good understanding of financial planning, and the ability to communicate complex concepts in a simple manner. The job may involve a combination of office work, client meetings, and networking events. Additionally, maintaining a valid insurance license is typically a requirement.
**Job Types**: Full-time, Part-time, Commission, Walk-In
Pay: ₹25,000.77 - ₹80,000.00 per month
Expected hours: 20 per week
**Benefits**:
- Flexible schedule
- Health insurance
- Life insurance
- Work from home
Schedule:
- Monday to Friday
Supplemental Pay:
- Commission pay
- Joining bonus
- Performance bonus
- Quarterly bonus
- Yearly bonus
Application Question(s):
- You completed for 27 age old? If what's your contact age?
- Why do you think you would be a good fit for this team and the insurance field?
- How do you stay updated on industry changes and insurance products?
- What strategies would you use to prospect and generate leads?
- Why are you interested in a career in life insurance?
- If you interested to passive income??? Yes or No
**Experience**:
- total work: 1 year (required)
**Location**:
- Chennai G.P.O, Chennai, Tamil Nadu (preferred)
Work Location: In person
-
Financial Advisor
7 months ago
Chennai, Tamil Nadu, India Max life insurance Full timeJob Title: Financial Advisor Preferred Location: Chennai We are seeking a motivated and fresher or experienced Financial Advisor to join our team.you will have the opportunity to earn Rs 25000 to 50000 income while helping clients protect their loved ones and their assets. JOB ROLE You have to give the financial advice to the client and make the...
-
Financial Advisor
1 month ago
Chennai, Tamil Nadu, India Max life insurance Full timeUrgent opening for financial advisor for our organisation. Be your own boss work with your flexible working hours earn unlimited income. To create your better life style. Create your own identity make you as an financial independent. **Job Types**: Part-time, Freelance, Volunteer Contract length: 12 months Pay: ₹30,000.00 - ₹50,000.00 per...
-
Financial Advisor
3 weeks ago
Chennai, Tamil Nadu, India Shubham Enterprises Full timeFinancial Advisor Age : 50 plus Experience : 25 years in Finance Industry **Job Type**: Part-time Pay: ₹45,000.00 - ₹75,000.00 per month Expected hours: 4 - 10 per week **Benefits**: - Work from home Schedule: - Day shift Supplemental Pay: - Commission pay **Experience**: - total work: 10 years (required) Work Location: In person
-
Financial Advisor
3 weeks ago
Chennai, Tamil Nadu, India Max life insurance Full timeWe are looking for **Financial advisor** position, NO AGE LIMIT,NO TARGET,work from home opportunity, uncapped income,foreign trips,free training, sales team support,Allowance Preferred profile :Homemaker, retirees,self employee,salaried,mutual fund distribution,IT employee **Job Type**: Part-time Pay: From ₹25,000.00 per month **Education**: - Higher...
-
Financial Advisor
2 months ago
Chennai, Tamil Nadu, India Max life insurance Full timeWe are looking for **Financial advisor** position, NO AGE LIMIT,NO TARGET,work from home opportunity, uncapped income,foreign trips,free training, sales team support,Allowance Preferred profile :Homemaker, retirees,self employee,salaried,mutual fund distribution,IT employee **Job Type**: Part-time Pay: From ₹25,000.00 per month Application...
-
Financial Advisor
3 months ago
Chennai, Tamil Nadu, India Talent Search Full timeDesignation: Financial Advisor - Lead Management System Role / Functional Area : Tele Sales **Location**: Experience: Freshers **Salary**: As per industry norms Roles & Responsibilities: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the customers - Resolving...
-
Financial Advisor
3 months ago
Chennai, Tamil Nadu, India Max life insurance Full timeWe are looking for **Financial advisor** position, COMMISSION PAY ONLY NOT REGULAR SALARY,AGE LIMIT,NO TARGET,work from home opportunity, uncapped income,foreign trips,free training, sales team support,Allowance Preferred profile :Homemaker, retirees,self employee,salaried,mutual fund distribution,IT employee **Job Type**: Part-time Pay: From ₹25,000.00...
-
Financial Advisor
6 months ago
Chennai, India Max life insurance Full timeJob Title: Financial Advisor Preferred Location: Chennai We are seeking a motivated and fresher or experienced Financial Advisor to join our team.you will have the opportunity to earn Rs 25000 to 50000 income while helping clients protect their loved ones and their assets. JOB ROLE You have to give the financial advice to the client and make the...
-
Financial Advisor
6 months ago
Chennai, India Max life insurance Full timeJob Title: Financial Advisor Preferred Location: Chennai We are seeking a motivated and fresher or experienced Financial Advisor to join our team.you will have the opportunity to earn Rs 25000 to 50000 income while helping clients protect their loved ones and their assets. Qualifications: Graduate **Benefits**: Work from home Unlimited earning potential...
-
Financial Advisor
6 months ago
Chennai, India Max life insurance Full timeJob Title: Financial Advisor Company: - Max Life JV of AXIS BANK Preferred Location: Chennai We are seeking a motivated and fresher or experienced Financial Advisor to join our team.you will have the opportunity to earn Rs 25000 to 50000 income while giving Advise to clients protect their loved ones and their...
-
Financial Advisor
6 months ago
Chennai, India ICICI Prudential Life Insurance Full timeI am looking to hire financial advisor in my team. You can plan your day or time to work.it's a commission based job. You can earn more than 30k per month. **Job Type**: Part-time Part-time hours: 4 per week **Salary**: Up to ₹100,000.00 per month **Benefits**: - Health insurance Schedule: - Day shift Supplemental pay types: - Commission...
-
Financial Controller
2 months ago
Chennai, Tamil Nadu, India Max life insurance Full timeA financial advisor is a professional who **helps clients manage their finances and provides suggestions for investments and planning**1**2**. A financial advisor’s job description includes **researching on investment products and strategies, interacting with clients, and recommending investment strategies and other financial management plans**2**3*. A...
-
Life Advisor
6 months ago
Chennai, Tamil Nadu, India A. V.S Agency Full timeThe Life Advisor will undergo 5 days of free training about financial planning and importance of insurance. The job involves initially to give leads to the company sales persons. On successful completion of the sale, you will be getting your incentives which will be disclosed in person. There is a plenty of opportunities to grow in the ladder and earn...
-
Lead Data Warehousing Specialist
4 weeks ago
Chennai, Tamil Nadu, India Forbes Advisor Full timeJob DescriptionWe are seeking an experienced Lead Data Warehousing Specialist to join our team at Forbes Advisor.Key Responsibilities:Design and implement advanced data warehousing solutions using industry-standard tools and techniques.Collaborate with cross-functional teams to develop and maintain data warehouses, ensuring seamless data integration and...
-
Financial Advisor
6 months ago
Aminjikkarai, Chennai, Tamil Nadu, India Max life insurance Full timeA life insurance agent plays a crucial role in the insurance industry by selling life insurance policies to individuals and businesses. The primary objective is to help clients financially protect their loved ones or business interests in the event of the policyholder's death. Here's a general overview of a life insurance agent's job description: - **Sales...
-
Process Advisor
2 months ago
Chennai, Tamil Nadu, India Barclays Full timeJoin us as a "Process Advisor" at Barclays, where you'll spearhead the evolution of our digital landscape, driving innovation and excellence. You'll harness cutting-edge technology to revolutionize our digital offerings, ensuring unapparelled customer experiences. To be a successful "Process Advisor", you should have experience with some other highly valued...
-
Process Advisor
2 months ago
Chennai, Tamil Nadu, India Barclays Full timeJoin us as a Process Advisor at Barclays, where you'll spearhead the evolution of our digital landscape, driving innovation and excellence. You'll harness cutting-edge technology to revolutionize our digital offerings, ensuring unapparelled customer experiences. To be a successful Process Advisor you should have experience with - Creation of complex...
-
Financial Advisor
7 months ago
Chennai, India Maxlife Insurance Full timeJob Title: Life Insurance Agent Or Advisor **Job Type**: Commission-Based Location: Aminjikarai, chennai We are seeking a motivated and fresher or experienced Life Insurance Agent to join our team. As a commission-based agent, you will have the opportunity to earn unlimited income while helping clients protect their loved ones and their...
-
Financial Advisor
2 months ago
Valasaravakkam, Chennai, Tamil Nadu, India PIXEL LIGHT STUDIO PRIVATE LIMITED Full timeMeet with clients - Monitor accounts - Research - Prepare financial reports - Stay up to date - Promote and sell - Communicate - Auditing updates **Job Types**: Full-time, Permanent, Fresher Pay: ₹15,000.00 - ₹30,000.00 per month **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift - Fixed shift Supplemental Pay: - Yearly...
-
Process Advisor
3 weeks ago
Chennai, Tamil Nadu, India Barclays Full timeJoin us as a Human Resource - Process Advisor at Barclays, where you'll spearhead the evolution of our digital landscape, driving innovation and excellence. You'll harness cutting-edge technology to revolutionize our digital offerings, ensuring unapparelled customer experiences. To be a successful Human Resource - Process Advisor, you should have experience...