Unique Wealth Strategies | Insurance Coordinator | india
1 week ago
Insurance Coordinator
This is an Insurance advisory role which typically involves providing expert advice and guidance on insurance products and related investments. The role involves reviewing proposals, managing and processing insurance claims, verifying benefits, and coordinating with internal stakeholders and customers.
Job Title: Insurance Advisor
Visit our Website: www.uniquewealthstrategies.com
Responsibilities:
Coordinating Client Consultation: Coordinate with clients and stakeholders to understand their insurance needs and provide tailored solutions.
Policy Analysis: Review and analyse clients' existing insurance policies to identify gaps in coverage.
Recommendations: Coordinate with clients on appropriate insurance products, including life, health, property, and liability insurance.
Market Research: Maintain up-to-date knowledge on the country’s insurance policies and regulations and stay updated on market trends, regulations, and new insurance products to offer the best advice.
Claims Assistance: Assist clients in the claims process, ensuring they understand their rights and options.
Networking: Build and maintain relationships with insurance providers, underwriters, and other industry professionals.
Compliance: Ensure all insurance policies and practices comply with legal, regulatory, and ethical standards including collaboration with internal departments to streamline insurance processes on a regular basis.
Sales Targets: Meet or exceed sales targets by promoting and selling insurance products.
Required Qualifications:
Education: Bachelor's degree in finance, business, or a related field (preferred).
Experience: Proven past experience insurance advisory, coordination, sales etc is mandatory.
Licensing: Relevant insurance licenses may be required (e.g., life, health, property, casualty).
Required Skill Set:
- Strong communication, analytical, and interpersonal skills; ability to explain complex information simply.
- Confident with excellent presentation skills
- Good communication, interpersonal, and relationship-building skills.
- High level of integrity, professionalism, and confidentiality.
-
india Unique Wealth Strategies Full timeInsurance Coordinator This is an Insurance advisory role which typically involves providing expert advice and guidance on insurance products and related investments. The role involves reviewing proposals, managing and processing insurance claims, verifying benefits, and coordinating with internal stakeholders and customers. Job Title : Insurance Advisor...
-
india Unique Wealth Strategies Full timeJob Description: As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company. Visit our Website: Job...
-
india Unique Wealth Strategies Full timeJob Description: As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company. Visit our Website: Job...
-
india Unique Wealth Strategies Full timeJob Description:As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company.Visit our Website:...
-
india Unique Wealth Strategies Full timeWealth Management Advisor Visit our Website: As a US Wealth Management Advisor, you will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their financial objectives, provide expert advice, and...
-
india Unique Wealth Strategies Full timeWealth Management Advisor Visit our Website: www.uniquewealthstrategies.comAs a US Wealth Management Advisor, you will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their financial objectives,...
-
india Unique Wealth Strategies Full timeJob Summary: - Inside Sales Manager Visit our Website: Inside Sales Manager will provide dedicated support for the wealth management and insurance products of the company by managing all aspects of the client coordination, implementation, application, underwriting and service processes. This role further involves gathering and tracking necessary...
-
india Unique Wealth Strategies Full timeJob Summary: - Inside Sales ManagerVisit our Website: www.uniquewealthstrategies.comInside Sales Manager will provide dedicated support for the wealth management and insurance products of the company by managing all aspects of the client coordination, implementation, application, underwriting and service processes. This role further involves gathering and...
-
Executive Wealth Management Professional
18 hours ago
India Unique Wealth Strategies Full timeAbout Unique Wealth StrategiesWe are a leading insurance and wealth management company based in the US, dedicated to delivering exceptional client service and tailored solutions. Our team is passionate about helping individuals achieve their financial goals.Job OverviewThis is an exciting opportunity for a skilled Portfolio Manager to join our team and play...
-
Strategic Sales Manager
2 days ago
India Unique Wealth Strategies Full timeJob DescriptionWe are seeking a highly skilled Strategic Sales Manager to join our team at Unique Wealth Strategies. As a key member of our organization, you will be responsible for providing dedicated support for our wealth management and insurance products.This role involves managing all aspects of client coordination, implementation, application,...
-
Unique Wealth Strategies | Sales Manager | india
2 weeks ago
india Unique Wealth Strategies Full timeJob Summary: - Visit our Website: We are seeking a results-driven and articulate Sales Manager to join our dynamic sales team. The ideal candidate will have demonstrated experience in engaging with high-net-worth individuals and a proven track record in the US market. This role focuses on cultivating relationships, driving sales growth, and providing...
-
Unique Wealth Strategies | Sales Manager | india
2 weeks ago
india Unique Wealth Strategies Full timeJob Summary: -Visit our Website: www.uniquewealthstrategies.com We are seeking a results-driven and articulate Sales Manager to join our dynamic sales team. The ideal candidate will have demonstrated experience in engaging with high-net-worth individuals and a proven track record in the US market. This role focuses on cultivating relationships, driving sales...
-
Insurance Coordinator
1 week ago
India Unique Wealth Strategies Full timeInsurance Coordinator This is an Insurance advisory role which typically involves providing expert advice and guidance on insurance products and related investments. The role involves reviewing proposals, managing and processing insurance claims, verifying benefits, and coordinating with internal stakeholders and customers.Job Title: Insurance AdvisorVisit...
-
Insurance Coordinator
7 days ago
India Unique Wealth Strategies Full timeInsurance Coordinator This is an Insurance advisory role which typically involves providing expert advice and guidance on insurance products and related investments. The role involves reviewing proposals, managing and processing insurance claims, verifying benefits, and coordinating with internal stakeholders and customers. Job Title : Insurance Advisor...
-
Insurance Coordinator
7 days ago
India Unique Wealth Strategies Full timeInsurance Coordinator This is an Insurance advisory role which typically involves providing expert advice and guidance on insurance products and related investments. The role involves reviewing proposals, managing and processing insurance claims, verifying benefits, and coordinating with internal stakeholders and customers. Job Title : Insurance...
-
Insurance Coordinator
2 days ago
India Unique Wealth Strategies Full timeInsurance Coordinator This is an Insurance advisory role which typically involves providing expert advice and guidance on insurance products and related investments. The role involves reviewing proposals, managing and processing insurance claims, verifying benefits, and coordinating with internal stakeholders and customers. Job Title : Insurance...
-
Wealth Management Advisor
7 days ago
India Unique Wealth Strategies Full timeWealth Management Advisor Visit our Website: As a US Wealth Management Advisor, you will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their financial objectives, provide expert advice, and...
-
Wealth Management Advisor
1 week ago
India Unique Wealth Strategies Full timeWealth Management Advisor Visit our Website: www.uniquewealthstrategies.comAs a US Wealth Management Advisor, you will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their financial objectives,...
-
Senior Financial Strategist
3 days ago
India Unique Wealth Strategies Full timeJob DescriptionWe are seeking a skilled Senior Financial Strategist to join our team at Unique Wealth Strategies.About the Role:You will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their...
-
Financial Planning Strategist
3 days ago
India Unique Wealth Strategies Full timeJob Description:We are seeking a highly skilled Financial Planning Strategist to join our team at Unique Wealth Strategies. As a key member of our wealth management team, you will play a critical role in delivering comprehensive financial strategies and solutions to our high-net-worth clients.Key Responsibilities:Develop and maintain strong relationships...