Financial Advisor

4 months ago


Delhi Delhi, India Max life insurance Full time

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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