Financial Advisor

5 days ago

Aminjikkarai Chennai Tamil Nadu, India Max life insurance Full time

A life insurance agent plays a crucial role in the insurance industry by selling life insurance policies to individuals and businesses. The primary objective is to help clients financially protect their loved ones or business interests in the event of the policyholder's death. Here's a general overview of a life insurance agent's job description:

- **Sales and Marketing**:

- Generate leads through various means such as cold calling, networking, referrals, and digital marketing.
- Conduct presentations and meetings with potential clients to explain the benefits of life insurance and help them understand different policy options.
- **Product Knowledge**:

- Stay informed about various life insurance products, their features, and benefits.
- Provide information to clients about different types of policies, such as term life, whole life, and universal life insurance.
- **Needs Analysis**:

- Conduct thorough needs assessments to understand the financial goals and obligations of clients.
- Analyze clients' current financial situations to recommend suitable coverage amounts and policy types.
- **Client Education**:

- Educate clients on the importance of life insurance and how it can be a crucial part of their financial planning.
- Clarify any questions or concerns clients may have about the insurance products.
- **Policy Issuance and Administration**:

- **Relationship Building**:

- Build and maintain long-term relationships with clients to foster trust and satisfaction.
- Provide ongoing support and service, including policy reviews and updates as needed.
- **Compliance and Ethics**:

- Adhere to industry regulations and ethical standards in selling and servicing life insurance policies.
- Stay informed about changes in insurance laws and regulations.
- **Goal Achievement**:

- Set and work towards sales targets and goals established by the insurance agency or company.
- Continuously seek opportunities to cross-sell or upsell additional insurance products.
- **Professional Development**:

- Stay updated on industry trends, market conditions, and advancements in insurance products.
- Attend training sessions and workshops to enhance sales skills and product knowledge.
- **Team Collaboration**:

- Work collaboratively with other agents, support staff, and management to achieve organizational objectives.
- Share insights and best practices with team members.

Successful life insurance agents often possess strong interpersonal skills, sales acumen, a good understanding of financial planning, and the ability to communicate complex concepts in a simple manner. The job may involve a combination of office work, client meetings, and networking events. Additionally, maintaining a valid insurance license is typically a requirement.

**Job Types**: Full-time, Part-time, Commission, Walk-In

**Salary**: ₹25,000.77 - ₹80,000.00 per month

Expected hours: 20 per week

**Benefits**:

- Flexible schedule
- Health insurance
- Life insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay
- Joining bonus
- Performance bonus
- Quarterly bonus
- Yearly bonus

**Experience**:

- total work: 1 year (required)

Work Location: In person

  • Financial Advisor

    4 hours ago

    Chennai, Tamil Nadu, India Max life insurance Full time

    We are looking for **Financial advisor** position, NO AGE LIMIT,NO TARGET,work from home opportunity, uncapped income,foreign trips,free training, sales team support,Allowance Preferred profile :Homemaker, retirees,self employee,salaried,mutual fund distribution,IT employee **Job Type**: Part-time Pay: From ₹25,000.00 per month Application...

  • Financial Consultant

    2 weeks ago

    Aminjikkarai, Chennai, Tamil Nadu, India Max life insurance Full time ₹ 3,00,000 - ₹ 24,00,000 per year

    Axis Max Life Insurance Advisor is responsible for helping individuals and families plan their financial futures by offering tailored life insurance solutions and managing insurance policies. The job focuses on assessing client needs, recommending appropriate products, assisting with policy applications, and maintaining long-term customer relationships....

  • Financial Advisor

    1 week ago

    Chennai, Tamil Nadu, India Max life insurance Full time

    We are looking for **Financial advisor** position, COMMISSION PAY ONLY NOT REGULAR SALARY,AGE LIMIT,NO TARGET,work from home opportunity, uncapped income,foreign trips,free training, sales team support,Allowance Preferred profile :Homemaker, retirees,self employee,salaried,mutual fund distribution,IT employee **Job Type**: Part-time Pay: From ₹25,000.00...

  • Financial Advisor

    4 days ago

    Chennai, Tamil Nadu, India HDFC Life Insurance Company ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time or part time on-site role for a Financial Advisor located in Kakkanad . The Financial Advisor will be responsible for providing financial planning and investment advisory services to clients. The daily tasks include assessing clients' financial situations, developing...

  • Financial Advisor

    2 days ago

    Chennai, Tamil Nadu, India DEB Management Consulting Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionDEB Management Consulting is an emerging financial and engineering boutique consulting organization based in Chennai, Tamil Nadu, India, with a presence across Southern India. We specialize in banking and private financing, offering innovative financial products such as offshore accounts, various forms of bank guarantees and letters of...

  • Financial Controller

    4 days ago

    Chennai, Tamil Nadu, India Max life insurance Full time

    A financial advisor is a professional who **helps clients manage their finances and provides suggestions for investments and planning**1**2**. A financial advisor’s job description includes **researching on investment products and strategies, interacting with clients, and recommending investment strategies and other financial management plans**2**3*. A...

  • Financial Advisor

    1 week ago

    Chennai, Tamil Nadu, India ARJUNA VENTURES Full time ₹ 9,000 - ₹ 6,53,727 per year

    Financial Advisor – Part-Time / Freelance OpportunityWe are seeking motivated and dynamic individuals to join us as Insurance & Investment Advisors. This is a golden opportunity for those looking for flexibility, attractive earnings, and recognition, while helping clients achieve their financial goals.Key Skills & Requirements:· Graduate (any...

  • Financial Advisor

    2 weeks ago

    Chennai, Tamil Nadu, India Hire22 Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    We are seeking ahighly motivated and results-driven individualto join our team as aPart-Time Financial Advisor. This hybrid role offers the flexibility to manage your own schedule while helping clients achieve their financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with clients, understanding their financial goals and risk...

  • Financial Advisor

    4 days ago

    Chennai, Tamil Nadu, India -5d3c-45d3-a1bf-24ffaf7aeadb Full time ₹ 3,00,000 - ₹ 12,00,000 per year

    We are looking for Financial advisor position, NO AGE LIMIT,NO TARGET,work from home opportunity, uncapped income,foreign trips,free training, sales team support,AllowancePreferred profile :Homemaker, retirees,self employee,salaried,mutual fund distribution,IT employeeJob Type: Part-timePay: From ₹25,000.00 per monthEducation:Higher Secondary(12th Pass)...

  • Financial Advisor

    2 weeks ago

    Chennai, Tamil Nadu, India Amita Global Private Limited Full time

    Analyze current and past financial data and performance - Prepare reports and projections based on analysis - Evaluate current capital expenditures and depreciation - Explore investment opportunities For more information, visit our website **Job Types**: Full-time, Fresher Pay: ₹26,000.00 - ₹55,000.00 per month Schedule: - Day shift Supplemental...