Insurance Advisor

Name: Jobpe
Address: T-Hub, Plot No 1/C, Sy No 83/1, Raidurgam panmaktha, Knowledge City Rd, Hyderabad, Telangana, 500081, IN
Telephone: +91-83339-09630
Price range: Free

AMEE MONEYLOGY

2 - 6 years

0 Lacs

ahmedabad gujarat

Posted:1 day ago| Platform: Shine logo

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Skills Required

insurance finance expertise consulting customer service skills excellent communication skills problemsolving analytical skills

Work Mode

On-site

Job Type

Full Time

Job Description

**Role Overview:** As an Insurance Advisor at AMEE MONEYLOGY, you will play a critical role in providing expert advice on insurance products and assisting clients with goal-based planning. Your primary responsibility will be to consult with clients on their financial needs and deliver excellent customer service. This full-time hybrid role based in Gujarat, India, allows for some work from home flexibility, ensuring you can effectively meet the needs of our clients. **Key Responsibilities:** - Provide expert advice on insurance products - Consult with clients on their financial needs - Assist with goal-based planning - Deliver excellent customer service - Communicate regularly with clients to ensure their needs are met promptly **Qualifications Required:** - Insurance and Finance expertise - Consulting and Customer Service skills - Excellent Communication skills - Bachelor's degree in Finance, Insurance, Business, or related field - Ability to work independently and as part of a team - Problem-solving and analytical skills - Experience in the financial services industry is a plus,

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Insurance Advisor