Insurance Advisor

4 months ago


Ahmedabad, India MAHALAXMI GRAND WHEELES LLP Full time

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 needs analyses.

Creating and explaining customized plans.

Utilizing knowledge of tax investment strategies.

Assessing clients' financial portfolios.

Analyzing clients' risk. -Encouraging clients to invest in the future

**Salary**: ₹12,000.00 - ₹15,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Internet reimbursement
- Leave encashment
- Paid sick time
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Commission pay
- Performance bonus
- Yearly bonus

**Experience**:

- total work: 1 year (preferred)

Ability to Commute:

- Ahmedabad, 382345 (preferred)

Ability to Relocate:

- Ahmedabad, 382345: Relocate before starting work (preferred)

Work Location: In person


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