Financial Sales Consultant

Company Description

HDFC Life, one of India’s leading private life insurance companies, offers a variety of individual and group insurance solutions. It is a joint venture between Housing Development Finance Corporation Limited (HDFC) and abrdn plc, a leading UK financial services provider. With a portfolio that includes Protection, Pension, Savings, Investment, and Health plans, HDFC Life allows customers to customize plans with optional riders. The company has about 500 branches across India, covering over 900 cities and towns, and a liaison office in Dubai. HDFC Life has a strong market presence supported by a robust base of Financial Consultants.

Role Description

This is a full-time on-site role for a Financial Sales Consultant located in the Jalpaiguri district. The Financial Sales Consultant will be responsible for identifying and approaching potential customers, providing financial advice related to insurance products, and building customer relationships. Daily tasks include conducting financial needs assessments, recommending suitable products, assisting with the customization of plans and riders, and ensuring customer satisfaction. The role also involves maintaining records, achieving sales targets, and participating in company meetings and training sessions.

Qualifications

• Financial Planning and Investments skills
• Knowledge of Finance and Retirement Planning
• Strong Analytical Skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Bachelor's degree in Finance, Business Administration, or related field
• Prior sales experience in the financial sector is a plus