Insurance Advisor

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...

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...

Company DescriptionKotak Life Insurance Pvt Ltd is dedicated to providing potential job opportunities, role descriptions, and recruitment-related information specifically for roles such as the Recruitment and Development Manager – Tied Agency Channel. The purpose of this platform is to streamline the hiring process, making it easier for candidates to...

Company DescriptionAt this job posting page for Kotak Life Insurance PVT Ltd., we share potential job opportunities, role descriptions, and recruitment-related information. This page is specifically for the Recruitment and Development Manager – Tied Agency Channel and similar positions. It is designed to streamline the hiring process, enabling candidates...

Financial AdvisorExperience 0 - 6 Years No. of Openings 100 Education Higher Secondary Role Financial Advisor Industry Type Banking / Financial Services / Stock Broking Gender ( Male / Female ) Job Country India Type of Job Full Time Work Location Type Work from Office Face interview location Aditya Birla Sun Life insurance co. Ltd. Unit No SE-1,...

We are seeking a part-time or full-time Financial Advisor for our Lucknow office, with some remote work flexibility. As a Financial Advisor, you will be responsible for providing financial advisory services to clients, assessing their risk tolerance, providing financial planning advice, and selling appropriate financial products. You will also review...

Position: Insurance Executive CTC: Up to 4 LPA + Incentives Location: Lucknow A. MEASURE OF SUCCESS - Achievement of sales targets and others parameters such as retention - Activation of Advisors monthly B. KEY RESPONSIBILITIES: - To recruit a team of Insurance Advisors as per the corporate strategy - To ensure and maintain levels of productivity as...

1- Advising clients on their financial goals, including investment strategies, insurance needs, and retirement planning.2- Meeting with clients to understand their financial goals, risk tolerance, current financial situation (assets, debts, income), and investment knowledge. 3- Recommending suitable investment products, insurance solutions, and other...

Insurance Sales Executive Location -Lucknow Gomti Nagar Lucknow Aliganj Lucknow Alam Bagh Education: Graduate (Must) Experience: Minimum 1 years of sales experience Age: 23 to 40 years Other Requirements: Must be a local resident of Lucknow Must own a two-wheeler / carCoordinate between clients and advisors for policy explanations and...