Insurance Advisor

An insurance advisor provides guidance to individuals and businesses on insurance needs, recommending suitable policies and supporting clients through the buying process and claims. They assess client situations, explain policy details, and ensure coverage aligns with individual circumstances. **Job Types**: Full-time, Permanent Pay: ₹30,000.00 -...

Profile - **Insurance Advisor** Location - **Lucknow, Pratapgarh, Agra, Noida, Ghaziabad, Mathura, Aligarh, Bareilly** Qualification - **12th / Graduate** Salary - **15,000 - 20,000/pm + Incentive** Experience - **1 - 3 Year's** **Must have own Bike & DL** **Job Description -** - clients choose insurance products and services that meet their needs: -...

This is a full-time or part time hybrid role for a Insurance Advisor at **Aditya Birla Sun Life Insurance** in Lucknow. The **Insurance Advisor will be responsible for financial planning, retirement planning, providing financial advice, and managing investments**. The role allows for flexibility with some remote work. Personal financial advisors assess the...

This is a Full-Time and Part-Time hybrid role for a (Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow. The Financial Advisor will be Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments. This Role allows for Flexibility with Work from Home or...

This is a **Full-Time** and **Part-Time** hybrid role for a **(Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow.** The **Sales Advisor (Financial Advisor)** will be **Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments.** This Role allows for...

Insurance Advisor provide financial advice to clients on retirement planning, investments and protecting against risks insurance advisors complete a financial needs analysis with clients which includes assets and liabilities, tax status, existing insurance and risk analysis. **Responsibilities** Insurance advisor is responsible to meet the clients, offer...

Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. - Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. - Answering client questions about...

Here's a professional Job Description for the post of Financial Advisor at Bajaj Allianz Life Insurance Company — you can use this for job listings, resumes, or recruitment purposes: --- Job Title: Financial Advisor Company: Bajaj Allianz Life Insurance Company Ltd. Location: Lucknow/Barabanki/WFH Job Type: Full-Time / Part-Time --- Job Summary: As a...

Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

JD for Financial Advisor Position: Financial Advisor Location: Delhi Role Specific Responsibilities: Main Responsibilities - Set up client files and add client data to the financial planning software. - Prepare forms, documents, and templates. - Type up client questionnaires & portfolio reports. - Download and collate documents and other research. -...