Financial Planner

3 weeks ago


Kolkata, India Maatarini consultancy Full time

As a Financial Advisor you are expected to: Achieving the own sales target through assigned leads, which may be self generated or may be generated through other sources. Meeting prospective customers in assigned geography to understand their financial need and sell insurance solutions that cater to their needs Providing pre and post sales support (e.g. claim settlement) Ensuring quality of business and persist-ency (renewals of premium )

Education : 12th/Graduate/Masters

Experience : Sales experience of 12 months+

Age : Between 25 to 60 years with a pleasant personality, good communication skills and a go gutter attitude Role Financial planner / Financial Advisor

Industry Type : Life Insurance

Functional Area: Investments (Savings Solution)& Financial Protection Solution.

Employment Type: Full Time/Part Time Role Category: Life Insurance

Location: KOLKATA (WEST BENGAL)

**Job Types**: Full-time, Regular / Permanent, Fresher, Part-time
Part-time hours: 35 per week

**Salary**: ₹25,000.00 - ₹30,000.00 per month

**Benefits**:

- Flexible schedule
- Health insurance
- Life insurance
- Work from home

Schedule:

- Day shift
- Flexible shift
- Monday to Friday

Supplemental pay types:

- Commission pay
- Performance bonus
- Quarterly bonus
- Yearly bonus

Ability to commute/relocate:

- Kolkata, West Bengal: Reliably commute or planning to relocate before starting work (required)

Application Question(s):
**Education**:

- Higher Secondary(12th Pass) (preferred)

**Experience**:

- total work: 1 year (preferred)
- Sales: 1 year (preferred)

**Language**:

- Bengali (preferred)
- Hindi (preferred)
- English (preferred)

**Speak with the employer**
+91 8420088557
Application Deadline: 10/03/2023


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