Financial Services Specialist

2 weeks ago


Gurgaon, Haryana, India GlassBridge Consulting Full time

Job Overview

We are seeking an experienced professional to join our team as a Financial Advisor. The ideal candidate will have excellent interpersonal and communication skills, with the ability to build and maintain relationships with clients.

Key Responsibilities

  • Generate sales leads through various engagement initiatives, professional networking, and referrals.
  • Determine clients' specific needs and financial situations by scheduling fact-finding appointments.
  • Recommend appropriate insurance products to clients, such as life, health, property, and casualty insurance.
  • Proactively contact leads and schedule appointments to recommend policies, quotes, and coverages.
  • Determine specific client needs by researching current coverage and options, and grow and maintain business through product sales, cross-sales, and referrals.
  • Education clients on the benefits and limitations of different types of insurance policies and help them make informed decisions about their coverage.
  • Generate new leads and prospect for new clients.
  • Expand professional skill set through workshops, networking events, and professional organizations.

Benefits

  • Be your own boss.
  • Unlimited earning potential.
  • Productivity-linked commission.
  • Flexible work-life balance.
  • Access to diverse products.
  • Learning from experienced leaders.
  • Recognition for outstanding performance.

Estimated Salary: $80,000 - $120,000 per annum, depending on experience.



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