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 hybrid role for a Financial Advisor at Aditya Birla Sun Life Insurance in Lucknow. The Financial Advisor will be **responsible for financial planning, retirement planning, providing financial advice, and managing investments**. The role allows for flexibility with some remote work. **Job Types**: Full-time, Permanent, Fresher Pay:...

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. -...

**We are urgently looking for Insurance advisor with basic knowledge of Insurance. Freshers or experienced both can apply. Your basic function will include Acquiring Clients and generating leads via Outbound Calling.** **Profile**: Relationship Officer **Department**: Sales - Insurance (LI/HI) **Reporting Person**: Team Leader **Benefits**: Handsome...

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...

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...

Position: Insurance Advisor - PX Prime: Roles and Responsibilities: - Customer-Driven Consultations: Engage only with customers who have pre-scheduled calls, ensuring each interaction is personalized and focused on their needs. - Needs Assessment: Conduct thorough assessments to understand the client’s personal, financial, and coverage requirements. -...

- Company India First life insurance Ltd represent by BOB Bank - Job Profile life insurance advisor - Age No limit bar 25 to 55 - Work responsibility sales &marketing life insurance policies plan Earning 30k to 60k Monthly Rewards+Annually Bonus+National and International trips - We are looking for a Insurance Advisor to join our team at at India First Life....