Financial Planner

5 days ago

Delhi Delhi, India IPSITA INSURANCE SERVICES PVT LTD Full time

Job Title: Financial Planner

Reports to: Senior Insurance Advisor/Team Lead

Location: Nehru Place

Job Summary:
We seek a highly motivated and experienced Insurance Advisor to provide expert insurance advice to clients, helping them manage risk and achieve financial security.

Key Responsibilities:
1. Conduct needs analysis and risk assessments for clients.

2. Recommend suitable insurance products (life, health, general).

3. Develop and maintain strong client relationships.

4. Provide exceptional customer service.

5. Meet and exceed sales targets.

6. Stay updated on market trends, regulatory changes, and industry developments.

1. Collaborate with internal teams (underwriting, claims).

**Requirements**:
1. 1+ year of experience in insurance sales/advisory.

2. Insurance certifications (IRDA, IC38).

3. Strong knowledge of insurance products and regulations.

4. Excellent communication, interpersonal, and sales skills.

5. Analytical and problem-solving abilities.

6. Bachelor's degree in any field.

Desirable Skills:
1. Experience with CRM systems (Salesforce).

2. Familiarity with insurance software (e.g., INSAS).

3. Industry-specific knowledge (e.g., life insurance, health insurance).

4. Leadership and team management experience.

What We Offer:
1. Competitive salary and incentives.

2. Opportunities for professional growth and development.

3. Comprehensive training and support.

4. Collaborative and dynamic work environment.

5. Recognition and rewards for outstanding performance.

Skills and Tools:
1. Insurance software.

2. CRM systems (e.g., Salesforce).

3. Microsoft Office (Excel, Word, PowerPoint).

4. Insurance industry knowledge.

Certifications and Licenses:
1. IRDA (Insurance Regulatory and Development Authority) certification.

2. IC38 (Insurance Council of India) certification.

Work Environment:
1. Office-based work.

2. Client meetings and presentations.

3. Collaboration with internal teams.

Travel Requirements:
1. Occasional travel for client meetings and industry events.

Salary Range:₹4-8 lakhs per annum

How to Apply:
**Job Types**: Full-time, Part-time, Permanent, Freelance

Pay: ₹20,067.92 - ₹87,948.09 per month

**Benefits**:

- Flexible schedule
- Work from home

Schedule:

- Day shift
- Monday to Friday
- Weekend availability
- Weekend only

Supplemental Pay:

- Commission pay
- Performance bonus

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

**Speak with the employer**
+91 8368519312

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