Financial Advisor-insurance

23 hours ago

Mumbai Central Mumbai Maharashtra, India Sky Services Full time

Job title:Financial Planning Advisor/ Investment Advisory

**We need people who are-**

Active Listener.
Passionate about making money work harder for clients by

Good Communicator.
Willing to take extra steps for clients.

Comfortable with Excel & MS Word & PPT
Entrepreneur mind set.

**Their Day to Day job will include-**

Align Meetings for prospective clients.

Participate in Customer meetings taking Minutes of meetings and engaging clients
Working with seniors on proposals for Execution.
Execution of solution provided.
Aligning, Participating and doing review meetings with existing clients connects.

Finding out and creating opportunities for Financial well-being presentations in SMEs and Corporates.

Participate in cold calling 10%, trade shows and face-to-face networking to develop the client base.

Gather current financial holdings to evaluate clients’ financial goals and investment tolerance.

**Qualification**:
Any Graduate, Post Graduate

Preferred: completed or pursuing-CFPs, QPFPs, CWMs, CFA - Level1

Location : Kandivali West.Mumbai

**Salary**: ₹400,000.00 - ₹1,000,000.00 per year

**Benefits**:

- Health insurance

Schedule:

- Day shift

Supplemental pay types:

- Commission pay

Application Question(s):

- How many years of experience do you have as financial advisor in insurance sector?

**Experience**:

- financial advisor: 2 years (required)
- Insurance sales: 2 years (required)

**Speak with the employer**
+91 9987916782

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