Finance Consultant (Part time)

0 - 3 years

0 Lacs

Adyar, Chennai, Tamil Nadu

Posted:3 weeks ago| Platform: Indeed logo

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Skills Required

finance strategies budgeting planning management training development marketing processing service schedule certification

Work Mode

Remote

Job Type

Part Time

Job Description

As a Finance Consultant Advisor , financial advisor or consultant, helps individuals and businesses manage their finances by providing expert advice and guidance. They assist with various financial matters, including investment strategies, budgeting, tax planning, and wealth management. Your responsibilities will include achieving sales targets, developing and strengthening relationships with banks/finance branch teams, improving customer awareness about life insurance products, and ensuring seamless delivery and adherence to sales processes. GOLDEN BUSINESS OPPORTUNITY How is a Finance Consultant Advisor Trained? 1· Pre-appointment: You will attend training & 2-day Classroom training as per your convenience 2· Post Appointment: You will be trained regularly (classroom option) 3· Field Training: Your manager would be available to provide you both online and on field training for skill development Role of a Finance Consultant Advisor As a Finance Consultant , your day-to-day responsibilities also includes marketing. Good marketing strategies and initiatives help you promote new and existing insurance plans, besides being effective in attracting new clients to your firm. Your role also entails providing insurance advice, analysing policy details, processing policy adjustments and renewals, and any other services the client requires. Most importantly, as a Life Advisor, your goal should be to provide excellent customer service. Anyone Become Finance Consultant Advisor - Get Life Long Passive Commission Are you Looking for Additional Income?? In Part Time \ Flexi Time Age Limit Min 30+ Min 2+Yr EXP in [SALES, FINANCE, Share Market, Mutual Fund or BPO / Cold Calling] Interested Candidates Can Share their Resume Via Mail or WhatsApp to Below Mentioned Details : +91 80723 27566 Job Types: Full-time, Part-time, Commission, Walk-In Pay: ₹40,000.00 - ₹90,000.00 per month Benefits: Flexible schedule Life insurance Paid sick time Paid time off Work from home Schedule: Day shift Supplemental Pay: Commission pay Joining bonus Performance bonus Quarterly bonus Yearly bonus Application Question(s): What your Age ? Education: Bachelor's (Required) Experience: Financial services: 2 years (Preferred) Sales: 3 years (Required) Language: English, tamil (Required) License/Certification: IRDA Licence (Preferred) Location: Adyar, Chennai, Tamil Nadu (Required) Work Location: In person

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