Financial Advisor Consultant – Equity, MF , Health & Life Insurance Sales

Job Title:

Job Type:

About the Role

selling a wide range of financial products,

Key Responsibilities

• Acquire new clients through calls, meetings, and referrals
• Promote Health Insurance, Life Insurance, Mutual Funds, SIPs, PMS, Bonds, Equity, and Currency
• Cross-sell products to existing clients and ensure retention
• Educate customers on product benefits, coverage, and claims
• Share market updates, IPO/NFO details, and research reports
• Prepare and submit daily sales reports
• Contribute to branch AUM growth and support promotional activities

Requirements

• Graduate (NISM Series V-A preferred)
• Minimum 1 year of sales experience in financial services or insurance
• Strong communication, negotiation, and interpersonal skills
• Willingness to travel locally for client meetings
• Target-driven mindset and professional grooming

• Notice period:

  Immediate to 30 days

Benefits

• Attractive fixed salary + performance incentives
• Career growth opportunities
• Training and development in financial and insurance products

Locations – Thrissur Region:

Perumbavur | Irinjalakuda | Mala | Kodungallur | Guruvayur | Wadakanchery | Thrissur – Punkunnam | Thrissur – Round North | Thrissur – Round South

Apply now: