Financial Advisor
4 months ago
Job Title: Financial Advisor - Insurance Sales
Location: Moti nagar, Delhi
Company: Max Life Insurance
**Job Type**: Hybrid
**Salary**: Unlimited Commission +Unlimited Incentives based
Key Responsibilities:
Client Consultation: Conduct thorough consultations with clients to understand their financial goals, needs, and risk tolerance.
Product Recommendations: Provide tailored insurance and financial product recommendations based on clients' specific needs, including life insurance, health insurance, disability insurance, long-term care insurance, and annuities.
Sales and Relationship Building: Develop and maintain strong relationships with clients, offering ongoing support and service to ensure client satisfaction and retention.
Financial Planning: Create comprehensive financial plans that incorporate insurance solutions and other financial products to help clients achieve their financial objectives.
Market Research: Stay informed about industry trends, product updates, and competitive offerings to provide clients with the best possible advice.
Compliance: Ensure all sales activities and financial plans comply with regulatory requirements and company policies
Prospecting: Identify and target potential clients through networking, referrals, and other lead generation strategies.
Sales Targets: Meet or exceed sales targets and performance metrics as set by the company.
Education: Housewife, retired person.
Name
- Shankarshan Sharma
Designation
- Development Manager.
**Job Types**: Full-time, Part-time, Permanent, Fresher
Pay: ₹17,000.00 - ₹100,000.00 per month
Expected hours: 5 per week
**Benefits**:
- Flexible schedule
- Health insurance
- Life insurance
- Provident Fund
- Work from home
Schedule:
- Day shift
- Monday to Friday
- Morning shift
Supplemental Pay:
- Commission pay
- Performance bonus
**Experience**:
- total work: 1 year (preferred)
Work Location: In person
Expected Start Date: 20/09/2024
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