Financial Advisor

10 hours ago

REMOTE, India Adyaa Global Entperprise Full time ₹ 5,00,000 - ₹ 15,00,000 per year

Join Our Team as a Financial Advisor & future Leader in the Thriving Life Insurance Sector

Are you ready to embark on a fulfilling career as a Financial Advisor? Do you possess the skills and passion to make a positive impact on people's financial well-being? If you have what it takes to excel in this role, we invite you to join our team of successful Financial Advisors & Leaders.

Role of a Financial Advisor

You will provide personalized and comprehensive financial guidance to individuals and organizations. Your primary objective will be to help clients understand how life insurance solutions can address their financial needs and recommend suitable plans to meet those needs. Your responsibilities will include:

  • Product Knowledge: Acquiring a deep understanding of the various life insurance products and their benefits.
  • Prospecting & Networking: Identifying potential clients through networking, referrals, and other channels.
  • Client Consultation: Conducting consultations to understand clients' financial goals and challenges.
  • Policy Recommendation: Proposing appropriate life insurance solutions to address clients' needs.
  • Application Process: Assisting clients with the application and policy issuance process.
  • Policy Sales: Facilitating policy sales to ensure clients' financial security.
  • Customer Service: Providing ongoing support and assistance to clients throughout their policy tenure.
  • Market Research: Staying updated with industry trends and competitor products.
  • Relationship Building: Cultivating strong and trusting relationships with clients.
  • Compliance & Ethics: Adhering to industry regulations and ethical standards.
  • Training & Assistance: Receiving comprehensive training and assistance from our reputed Life Insurance Partner, and our team to fine-tune your skills for success in the life insurance industry.

Desired Skills

Do you have what it takes to be a successful financial advisor Some of the desired skills include:

  • Ethical Conduct, Communication, Interpersonal Skills, Emotional Intelligence: Uphold the highest ethical standards, communicate effectively, build strong interpersonal relationships, and demonstrate emotional intelligence to understand clients' needs.
  • Financial Knowledge, Analytical Abilities, Problem Solving, Risk Management: Possess a strong understanding of financial concepts, the ability to analyze situations, and make informed decisions to manage risks effectively.
  • Time Management, Technology Proficiency, Continuous Learning, Sales & Marketing: Exhibit excellent time management skills, adaptability to technology, and a continuous thirst for learning. Proficiency in sales and marketing techniques will be advantageous.

What We Offer

As a Financial Advisor with us, you will enjoy several unique opportunities that include:

  • Flexible Work-Life Balance
  • Learning from Experienced Leaders
  • Fast-Track Success
  • Equal Opportunity for Growth
  • Recognition for Outstanding Performance
  • Team Collaboration.
  • Competitive pay and benefits package

If you are ready to make a difference in people's lives, grow professionally, and enjoy a rewarding career with equal opportunities for success, we encourage you to apply for this position. Join our team of dedicated Financial Advisors today

Mandatory - Interested candidates must be willing to register for the IRDA Exams. IRDA is the apex body regulating Life Insurance in India. Registration process includes submission of KYC details like PAN, Adhaar, Educuation Certificate, Valid Bank Account etc. along with the exam fees of Rs.750.

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