Financial Sales Consultant

Company Description

HDFC Life is one of India’s leading private life insurance companies, offering a range of individual and group insurance solutions. It is a joint venture between Housing Development Finance Corporation Limited (HDFC) and abrdn plc. HDFC Life’s product portfolio includes solutions for protection, pension, savings, investment, and health, along with customizable plans through optional riders. The company has an extensive reach with about 500 branches across India and touches customers in over 900 cities and towns, alongside a liaison office in Dubai.

Role Description

This is a full-time on-site role for a Financial Sales Consultant located in Cuddapah. The Financial Sales Consultant will be responsible for selling life insurance products, providing financial planning and investment advice, and helping customers with retirement planning. Day-to-day tasks include meeting with clients, assessing their financial needs, recommending appropriate insurance and investment products, and building long-term relationships. The consultant will also need to stay updated on market trends and product knowledge.

Qualifications

• Skills in Financial Planning, Investments, and Finance
• Strong Analytical Skills
• Experience in Retirement Planning
• Excellent communication and interpersonal skills
• Ability to work independently and meet sales targets
• Previous experience in the financial services industry is a plus
• Bachelor's degree in Finance, Economics, Business, or a related field