▷ Immediate Start Financial Advisor

4 weeks ago


Surat Gujarat, India Max Life Insurance Full time

Company OverviewMax Life Insurance is a premier life insurance company focused on securing the financial future of clients Through growth and expansion the company seeks enthusiastic and committed individuals to join as part-time or full-time agents It offers a unique career opportunity for housewives retirees and financial advisors to make a significant difference in people s lives Headquartered in Gurgaon Max Life Insurance operates within the Insurance Agencies and Brokerages industry Job OverviewJoin Max Life Insurance as an Agency Development Manager in Surat working part-time with a focus on developing agents from diverse backgrounds This position is perfect for a fresher with 0 to 1 year of experience The role involves recruiting training and mentoring individuals to become successful insurance agents Candidates will benefit from flexible work hours and the chance to work from home Qualifications and Skills Minimum 0 to 1 year of experience in recruitment training or sales ideally within the insurance or financial services sector Must have financial planning skills to ensure clients receive comprehensive financial advice Mandatory skill Must demonstrate investment management adeptness for portfolio growth and risk reduction Mandatory skill Must possess risk assessment capabilities to evaluate financial strategies effectively Mandatory skill Required skills include tax planning to optimize financial outcomes and reduce liabilities Proficiency in retirement planning and developing achievable financial goals for clients is desirable Capability in estate planning to provide clients with strategies for wealth transition and legacy planning Effective client relationship management skills to foster trust and drive engagement with clients Sound market analysis proficiency to interpret financial trends and advise clients accurately Strong communication and interpersonal skills capable of inspiring individuals from varied backgrounds Organizational skills and exceptional time-management abilities are critical to successfully managing tasks Roles and Responsibilities Recruit and onboard potential candidates such as housewives retirees and financial advisors Deliver comprehensive training and support to new agents focusing on relevant skills and knowledge Mentor and motivate agents to meet sales targets and achieve personal development goals Create and maintain a cooperative and inclusive workplace to promote continual learning and development Monitor and assess agent performance while providing feedback and improvement strategies


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