Insurance Advisor

Key Responsibilities -Offering specialised insurance advice to clientsAssessing client needsPolicy selection Assess clients' financial portfoliosA financial advisor job description involves advising clients on investments, retirement planning, and other financial matters to help them achieve their goals. Key duties include assessing a client's financial...

Here's a professional Job Description for the post of Financial Advisor at Bajaj Allianz Life Insurance Company — you can use this for job listings, resumes, or recruitment purposes: --- Job Title: Financial Advisor Company: Bajaj Allianz Life Insurance Company Ltd. Location: Lucknow/Barabanki/WFH Job Type: Full-Time / Part-Time --- Job Summary: As a...

JOB SUMMARY Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of proven top performing advisors/ financial distributors KEY...

Client relationship management: Conduct "discovery meetings" with clients to learn about their financial objectives, income, expenses, risk tolerance, and tax status.Financial planning and strategy: Based on client data, create and present tailored strategies for investments, insurance coverage, savings plans, and cash management.Market and investment...

Company DescriptionRenewBuy is a technology-driven insurance and financial products consulting firm founded over 7 years ago by Indraneel Chatterjee and Balachander Sekhar. With a strong network of 90,000+ advisors across 750+ cities, RenewBuy simplifies and makes insurance and financial services accessible. The organization collaborates with more than 35...

This position is with EAII Advisors, Evidence Action's technical partner in India.About EAIIEAII Advisors, Evidence Action's technical partner in India, supports state governments in delivering evidence-based public health programs, including safe drinking water initiatives and school and Anganwadi-based National Deworming Day and iron and folic acid...

This position is with EAII Advisors, Evidence Action's technical partner in India.About EAII Advisors EAII Advisors, Evidence Action's technical partner in India, supports state governments in delivering evidence-based public health programs, including safe drinking water initiatives and school and Anganwadi-based National Deworming Day and iron and folic...

This position is with EAII Advisors, Evidence Action's technical partner in India.About EAIIEAII Advisors, Evidence Action's technical partner in India, supports state governments in delivering evidence-based public health programs, including safe drinking water initiatives and school and Anganwadi-based National Deworming Day and iron and folic acid...

Urgent hiring for Sr. Relationship ManagerPosition: Sr. Relationship ManagerExperience- 2 + yearsCtc- upto 9 lpaWorking Days- 6 daysLocations: Lucknow- Indore- Patna- Jaipur- Kolkata- Bangalore- PuneJob Responsibilities:Relationship Manager should have a good demographic understanding of.A good working relationship with IFA's is extremely important.Business...

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 -...

Insurance Advisor provide financial advice to clients on retirement planning, investments and protecting against risks insurance advisors complete a financial needs analysis with clients which includes assets and liabilities, tax status, existing insurance and risk analysis. **Responsibilities** Insurance advisor is responsible to meet the clients, offer...

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:...

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...

We are seeking a part-time or full-time Financial Advisor for our Lucknow office, with some remote work flexibility. As a Financial Advisor, you will be responsible for providing financial advisory services to clients, assessing their risk tolerance, providing financial planning advice, and selling appropriate financial products. You will also review...

Financial AdvisorExperience 0 - 6 Years No. of Openings 100 Education Higher Secondary Role Financial Advisor Industry Type Banking / Financial Services / Stock Broking Gender ( Male / Female ) Job Country India Type of Job Full Time Work Location Type Work from Office Face interview location Aditya Birla Sun Life insurance co. Ltd. Unit No SE-1, 2ND FLOOR...

1- Advising clients on their financial goals, including investment strategies, insurance needs, and retirement planning.2- Meeting with clients to understand their financial goals, risk tolerance, current financial situation (assets, debts, income), and investment knowledge. 3- Recommending suitable investment products, insurance solutions, and other...

Lead generation - Knowledge of financial products - Identify customer financial needs - Provide customised solutions - Close deals & maintain relationship. This is High income job with **High rate of Growth upto Manager Level** Huge Rewards & incentive **Easy Work culture without any pressure** **Job Type**: Fresher **Salary**: ₹15,000.00 -...