Financial Consultant
4 days ago
Job Title: Financial Consultant - Insurance
Location: Ahmedabad, Gandhinagar, Mehsana, Kalol , Vijapur
Job Type: Full-Time
Key Responsibilities:
- Understand clients' financial goals and risk appetite.
- Provide advice on life insurance, health insurance, investment-linked plans, and other financial protection products.
- Achieve monthly and annual sales targets for insurance and financial products.
- Conduct market research and stay updated on industry trends, competitor offerings, and regulatory changes.
- Assist clients with policy documentation, claim processes, renewals, and premium payments.
- Participate in training, workshops, and team meetings to continuously improve product knowledge and sales skills.
Qualifications:
- 12th Pass or Bachelor's degree in Finance, Accounting, Economics
- Proven experience as a Financial Consultant, Financial Advisor, or similar role.
- Strong understanding of life, health, and investment insurance products.
Job Type: Full-time
Pay: ₹12, ₹15,000.00 per month
Work Location: In person
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