Financial Consultant

0 years

1 Lacs

Posted:10 hours ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Title: Financial Consultant - Insurance

Location: Ahmedabad, Gandhinagar, Mehsana, Kalol , Vijapur

Job Type: Full-Time

Key Responsibilities:

  • Understand clients’ financial goals and risk appetite.
  • Provide advice on life insurance, health insurance, investment-linked plans, and other financial protection products.
  • Achieve monthly and annual sales targets for insurance and financial products.
  • Conduct market research and stay updated on industry trends, competitor offerings, and regulatory changes.
  • Assist clients with policy documentation, claim processes, renewals, and premium payments.
  • Participate in training, workshops, and team meetings to continuously improve product knowledge and sales skills.

Qualifications:

  • 12th Pass or Bachelor’s degree in Finance, Accounting, Economics
  • Proven experience as a Financial Consultant, Financial Advisor, or similar role.
  • Strong understanding of life, health, and investment insurance products.

Job Type: Full-time

Pay: ₹12,704.92 - ₹15,000.00 per month

Work Location: In person

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