Financial Advisor-insurance
5 months ago
Job title:Financial Planning Advisor/ Investment Advisory
**We need people who are-**
Active Listener.
Passionate about making money work harder for clients by
Good Communicator.
Willing to take extra steps for clients.
Comfortable with Excel & MS Word & PPT
Entrepreneur mind set.
**Their Day to Day job will include-**
Align Meetings for prospective clients.
Participate in Customer meetings taking Minutes of meetings and engaging clients
Working with seniors on proposals for Execution.
Execution of solution provided.
Aligning, Participating and doing review meetings with existing clients connects.
Finding out and creating opportunities for Financial well-being presentations in SMEs and Corporates.
Participate in cold calling 10%, trade shows and face-to-face networking to develop the client base.
Gather current financial holdings to evaluate clients’ financial goals and investment tolerance.
**Qualification**:
Any Graduate, Post Graduate
Preferred: completed or pursuing-CFPs, QPFPs, CWMs, CFA - Level1
Location : Kandivali West.Mumbai
**Salary**: ₹400,000.00 - ₹1,000,000.00 per year
**Benefits**:
- Health insurance
Schedule:
- Day shift
Supplemental pay types:
- Commission pay
Application Question(s):
- How many years of experience do you have as financial advisor in insurance sector?
**Experience**:
- financial advisor: 2 years (required)
- Insurance sales: 2 years (required)
**Speak with the employer**
+91 9987916782
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