Field Sales Advisor

3 days ago

Lucknow Uttar Pradesh, India Aditya Birla Capital Full time

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 **Field 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 Flexibility with Work from Home or Work from Office with flexible hours.

Field Sales Advisor (Life Insurance)

Job Summary:
As a Sales Advisor for life insurance, you will play a crucial role in advising and guiding clients on their life insurance needs. Your primary responsibility will be to sell life insurance policies to individuals and businesses, ensuring customers receive tailored solutions to protect their financial futures.

**Key Responsibilities**:
1. Meet and exceed sales targets by selling life insurance policies.

2. Conduct need analysis to understand customers' financial goals and risk tolerance.

3. Provide expert advice on life insurance products and services.

4. Build and maintain strong relationships with clients, ensuring customer satisfaction.

5. Identify and pursue new business opportunities through networking, referrals, and lead generation.

6. Stay up-to-date on industry trends, products, and regulatory requirements.

7. Collaborate with internal teams (e.g., underwriting, claims) to ensure seamless customer experience.

8. Maintain accurate records and reports on sales activities and customer interactions.

9. Participate in training and development programs to enhance sales and product knowledge.

**Requirements**:
1. Relevant sales experience (preferably in life insurance).

2. Strong communication, interpersonal, and negotiation skills.

3. Ability to understand customer needs and provide tailored solutions.

4. Knowledge of life insurance products, services, and industry regulations.

5. Proven track record of meeting sales targets.

6. Bachelor's degree (preferably in business, finance, or related field).

7. Team Management and Recruiting

**Desirable Skills**:
1. Analytical and problem-solving skills.

2. Ability to work under pressure and meet deadlines.

3. Strong networking and relationship-building skills.

4. Familiarity with CRM software and sales analytics tools.

5. Digital literacy and adaptability to new technologies.

6. Good Communication skill and Client Relationship

**Work Environment**:

- Office-based or remote work arrangements.
- Frequent travel for client meetings and sales events (dependent on location).

**Compensation and Benefits**:

- Competitive salary and commission structure.
- Performance-based incentives and bonuses.
- Comprehensive benefits package (e.g., health insurance, retirement plan).
- Professional development opportunities.

**Career Path**:

- **Agency Manager**:

- **Senior Agency Manager**:

- **Chief Agency Manager**:

- **Executive Agency Manager**

Contact Person:
**Harishankar maurya**

**6392824971, 9250186389**

**Job Types**: Full-time, Permanent, Fresher

Pay: ₹10,532.02 - ₹39,868.01 per month

**Benefits**:

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

Schedule:

- Day shift
- Monday to Friday
- Morning shift

Supplemental Pay:

- Commission pay
- Performance bonus
- Quarterly bonus

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

  • Field Sales Advisor

    1 day ago

    Gomtinagar, Lucknow, Uttar Pradesh, India Aditya Birla Capital Full time

    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 Field 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 Flexibility...

  • Sales Advisor

    4 days ago

    Lucknow, Uttar Pradesh, India SWEN Services Full time

    **Generate a team of Advisors From open market.**: - **Providing sales strategies, feedback, and marketing plans.**: - **Keeping up-to-date with industry developments.**: - **Create and implement marketing strategies to compete with other individuals or insurance companies.**: - **Respond to clients’ insurance-related questions and issues.**: -...

  • Customer Advisor

    6 days ago

    Lucknow, Uttar Pradesh, India GOLDRUSH SALES AND SERVICES PVT LTD Full time

    Role: - Customer Advisor Key Responsibilities: 1. Customer support: Providing assistance and support to customers regarding vehicle sales, service, and maintenance. 2. Product knowledge: Having in-depth knowledge of vehicles, features, and benefits to answer customer queries. 3. Sales and upselling: Identifying opportunities to upsell or cross-sell...

  • Financial Advisor

    1 day ago

    Vijay Nagar, Indore, Madhya Pradesh, India Riocap Investment advisor Full time

    **Key Responsibilities**: Job Title: Financial Advisor **Company**: Rio Capital Investment Advisor (SEBI Registered) **Role Overview**: As a Financial Advisor at Rio Capital, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and approach...

  • Service & Bodyshop Fi Advisor

    1 week ago

    Lucknow, Uttar Pradesh, India Bright 4 wheel Sales Pvt. Ltd Full time

    As a Bodyshop Service floor Advisor FI, you will be a crucial link between our customers and the company. Your primary responsibilities will include facilitating excellent customer experiences, adhering to company guidelines, and actively contributing to the growth of our monthly business. Qualification: Any Degree/Diploma in Automobile,Mechanical...

  • Service Advisor

    1 day ago

    Lucknow, Uttar Pradesh, India Bright 4 wheel Sales Pvt. Ltd Full time

    As a Service Advisor, you will be a crucial link between our customers and the company. Your primary responsibilities will include facilitating excellent customer experiences, adhering to company guidelines, and actively contributing to the growth of our monthly business. **Key Responsibilities**: - **Customer Satisfaction**: - Interact with customers to...

  • Field Sales Executive

    6 days ago

    Varanasi, Uttar Pradesh, India SWEN Services Full time

    Position : Field Sales Executive Location : Varanasi Education : Graduation Experience : More than 2 year experience in field sales 1 ) Responsibility: - Sell insurance policy through advisors. - Make a team of advisor. - Complete monthly sales target. - Responsible for selling products and meeting customer. - Answering client question about insurance...

  • Field Sales Officer

    7 days ago

    Agra, Uttar Pradesh, India SWEN Services Full time

    Position : Field Sales Officer Location : Agra Education : Graduation Experience : More than 2 year experience in field sales Age : 24 To 39 Years Share your Resume To**: 9909135493 **. 1 ) Key Responsibility: - Sell insurance policy through advisors. - Make a team of advisors. - Responsible for selling products and meeting customer. - Answering...

  • Field Sales Executive

    1 day ago

    Lucknow, India Tekpillar Full time

    A Sales Representative is a professional who initializes and manages relationships with customers. They serve as their point of contact and lead from initial outreach. **Roles**: - Recruit Agents / Advisors. - HandlingTeam - Manage Agents / Advisors through proper coaching and training. - Result orientation in achieving business targets from time to time -...

  • Financial Advisor

    1 week ago

    Gomtinagar, Lucknow, Uttar Pradesh, India Aditya Birla Sun Life Insurance Full time

    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...