Financial Advisor

Company Description

INSURE TREE ASSOCIATES, based in Guntur, Andhra Pradesh, is a trusted provider of personalized insurance and financial services to individuals, businesses, and corporates. We partner with leading insurance providers to offer a range of services including term, health, auto, and travel insurance. Our financial solutions include savings plans, retirement planning, smart investment options, and wealth management. With a presence across India, our mission is to provide transparent, reliable, and customized services to ensure financial stability for our clients. We are also expanding globally by partnering with top insurance and financial institutions worldwide.

Role Description

This is a full-time, for a Financial Advisor located in Andhra Pradesh, India. The Financial Advisor will be responsible for providing expert financial advice to clients, developing financial plans, assisting with retirement planning, managing investments, and advising on insurance products. This role requires a proactive approach to understanding clients' financial needs and delivering tailored solutions to help them achieve their financial goals.

Qualifications

• Skills in Financial Planning and Financial Advisory
• Experience in Financial Management and Investments
• Proficiency in Retirement Planning
• Excellent communication and interpersonal skills
• Relevant qualifications in Finance or a related field are preferred
• can work from remote place