Financial Advisor-insurance

Position: - Insurance Advisor Location: - Mumbai **Responsibilities**: - **1. Build relationships with clients and communities.**: - **2. Provide solutions for short - and long-term financial goals.**: - **3. Convince customers to buy Insurance and Mutual Funds.**: - **4. Ensure proper customer profiling on each call, to identify andunderstand...

Job Description: As a Life Insurance Advisor, you will play a vital role in providing individuals and families with essential financial protection through life insurance products. Your primary responsibility will be to educate, advise, and guide clients in selecting appropriate life insurance coverage tailored to their unique needs and circumstances. You...

**Division**: Lead Management System - Financial Services **Designation**: Financial Advisor (Insurance Sales) **Location**: Mahape - Navi Mumbai **Experience**: 1-3 years **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 -...

Division: Lead Management System - Financial Services Designation: Financial Advisor (Insurance Sales) Location: Mahape - Navi Mumbai Experience: 1-3 years 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 customer...

**Job Title**: Financial Advisor - Accounting Services **About Us**: Datamatics is a leading provider of comprehensive accounting services, dedicated to helping businesses in the UK optimize their financial operations. We are seeking a skilled Talent with strong communication abilities and a solid understanding of accounting principles to join our team and...

**Join the LIC Team: Become a Successful Agent/Advisor in Mumbai** **Introduction**:* **Benefits of Becoming a LIC Agent/Advisor**:* **- Unlimited earning potential** **- Flexible working hours** **- Comprehensive training and support** **- Attractive incentives and rewards** **- Opportunity to make a difference in people's lives** **- Dynamic work...

Position Title: Insurance Advisor Job Summary: As an Insurance Advisor, your primary responsibility is to assist clients in identifying their insurance needs and provide them with appropriate coverage options. You will build and maintain strong relationships with clients while ensuring they understand the terms and conditions of their insurance policies....

**Division: Lead Management System - Financial Services** Designation: Financial Advisor (Insurance Sales) Location: Mahape - Navi Mumbai Experience: 1-3 years **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...

BTW Financial Services & IMF PVT LTD is a Mutual Fund distributor & Insurance Service provider. BTW Financial Services and IMF Pvt Ltd is your trusted partner for a wide spectrum of financial services, encompassing insurance marketing, and the distribution of various financial products. As an Insurance Marketing Firm (IMF), we specialize in marketing and...

At Turtlemint, we are seeking a skilled and experienced Financial Advisor Team Lead to join our dynamic team in PAN India. This role will involve overseeing the complete life cycle of financial advisors/agents, providing training and guidance on using our app for servicing customers efficiently.Job Responsibilities:Recruit and manage a team of financial...

Designation: Financial Advisor (Insurance Sales) Location: Mahape - Navi Mumbai Experience: 1-3 years **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 customer queries - Customer follow up and feedback post...

1. Prospect and develop leads to generate new life insurance business. 2. Conduct in-depth needs assessments to understand the client's financial objectives, risk tolerance and family situation. 3. Present a comprehensive range of life insurance products tailored to each client's specific needs. 4. Explain complex insurance concepts in a clear and concise...

**Division: Lead Management System - Financial Services** **Designation**: Financial Advisor (Insurance Sales) **Location**: Mumbai **Experience**: 1-3 years **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...

1. Prospect and develop leads to generate new life insurance business. 2. Conduct in-depth needs assessments to understand the client's financial objectives, risk tolerance and family situation. 3. Present a comprehensive range of life insurance products tailored to each client's specific needs. 4. Explain complex insurance concepts in a clear and concise...

Job Title: Financial Advisors Team LeadAbout the RoleWe are seeking a skilled and experienced Financial Advisors Team Lead to join our team at Turtlemint. This role will be responsible for managing a team of financial advisors/agents and driving their productivity and focus on renewals.Key Responsibilities* Recruiting and managing a team of financial...

Continuous interaction with investors over phone. This will help advisor to build strong relationship with investors. - Providing regular updates about new schemes, products, new issues, dividends, public issues or any changes in market conditions. - Common job duties include interviewing clients, analyzing financial information, recommending financial plans...

About Blend Financial Services LimitedWe are seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor - Risk Management Expert, you will be responsible for:Audit and ComplianceFinancial StructuringGlobal Financing SolutionsOur ideal candidate will have expertise in:Controlling business cyclesTracking monthly statusRegular...

Designation: Financial Advisor (Insurance Sales) Location: Ghansoli ,Mahape - Navi Mumbai Experience: 1-3 years **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 customer queries - Customer follow up and feedback...

We are hiring a person who is good at communication, leading a team and who knows about Insurance etc. We also provide a good salary package +incentives and Commission based jobs also provided by us. **Company Background**: Triumph Advisors LLP is an investment firm. We offer our clients Consulting Services, Investment Services and also offer our clients...

Division: Lead Management System - Financial Services Designation: Financial Advisor (Insurance Sales) Location: Mahape - Navi Mumbai Experience: 0 -3 years **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...