Insurance Advisor

6 months ago


Remote, India Styflowne finance services pvt ltd Full time

**Job Title: Financial Advisor** **Company: Styflowne Finance Services Pvt Ltd** **Location: Remote** *** **Salary: Competitive, commensurate with experience** **Exp. - 3-4 Years** Responsibilities**: 1. Conduct thorough financial assessments of clients’ current financial situations, including income, expenses, assets, liabilities, and investment preferences. 2. Analyze clients’ financial goals and risk tolerance to develop personalized financial plans and investment strategies. 3. Brief clients on various investment options, insurance products, and other financial services to help them make informed decisions. 4. Implement agreed-upon financial plans by recommending suitable investment products and services, such as mutual funds, stocks, bonds, retirement accounts, and insurance policies. 5. Stay up-to-date on industry regulations, trends, and best practices to ensure compliance and provide the highest level of service to clients. 6. Collaborate with other team members, including financial analysts, portfolio managers, and insurance specialists, to deliver comprehensive financial solutions to clients. **Requirements**: 1. Bachelor’s degree in Finance, Business Administration, Economics, or related field. 2. Required minimum experience of 3 years. 3. Strong understanding of financial markets, investment products, and financial planning principles. 4. Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients. 5. Ability to work independently and as part of a team in a fast-paced environment.

**Job Types**: Full-time, Permanent

Pay: ₹15,000.00 - ₹52,403.12 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift
- Morning shift

Supplemental pay types:

- Commission pay
- Performance bonus
- Yearly bonus

**Experience**:

- total work: 1 year (preferred)

Work Location: Remote

**Speak with the employer**
+91 9653496252



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