Insurance Advisor

Description

We are seeking a motivated and dynamic Insurance Advisor to join our team. This role is ideal for freshers or entry-level candidates looking to start their career in finance. As a Financial Advisor, provides financial advice to clients on retirement planning, investing, and protecting against risks. Insurance advisors complete a financial needs analysis with clients, which includes assets and liabilities, tax status, existing insurance and risk analysis.

Responsibilities

• Provide financial planning and investment advice to clients
• Analyze financial information to develop strategies for clients
• Build and maintain strong client relationships
• Stay updated with market trends and investment opportunities
• Prepare and deliver presentations to clients regarding financial products and services
• Assist clients in setting and achieving financial goals
• Conduct regular reviews of clients financial portfolios

Skills and Qualifications

• Strong analytical and quantitative skills
• Excellent verbal and written communication skills
• Proficiency in financial modeling and analysis
• Knowledge of investment products and financial markets
• Ability to build relationships and network effectively
• Strong problem-solving skills
• Minimum Higher Secondary to Any Degree