Financial Advisor

Responsibilities * Client Relationship Management: Build and nurture strong, long-term relationships with clients through proactive engagement and needs-based selling. * Needs Analysis: Conduct thorough financial needs analysis for clients to understand their unique circumstances, goals, and risk appetite. * Product Consultation: Present and explain various life insurance products (e.g., term plans, endowment plans, ULIPs, retirement solutions) tailored to client requirements. * Sales & Business Development: Actively generate leads, prospect new clients, and achieve sales targets. * After-Sales Service: Provide ongoing support and excellent after-sales service to clients, ensuring policy persistency and client satisfaction. * Market Intelligence: Stay updated on industry trends, competitor offerings, and regulatory changes. * Professional Development: Continuously enhance product knowledge and sales skills through company-provided training and self-learning.