Financial Products Distributor

Company Description

Arthamay Global Finserve LLP specializes in providing a variety of financial products and services including insurance (health, auto, life), loans, retirement planning, financial planning and advisory, commercial lending, and real estate. Our goal is to cater to diverse financial needs of individuals and businesses to help secure their financial future.

Role Description

This is a full-time remote role for a Financial Products Distributor. The Financial Products Distributor will be responsible for networking with potential clients, distributing financial products, providing financial advice and solutions, as well as managing client relationships. The individual will also research market trends, assess customer needs, and develop customized financial plans to meet those needs.

Qualifications

• Experience in Insurance products: health & life
• Knowledge of Financial Planning and Retirement Planning
• Strong Financial Advisory and customer relationship management skills
• Excellent communication and interpersonal skills
• Ability to work independently and manage multiple clients remotely
• Relevant certification or qualifications in finance or related field is a plus