Insurance Financial Advisor

You will be undertaking a full-time on-site role as an Insurance Financial Advisor based in Sangli. Your main responsibilities will include offering expert advice to clients on financial planning, retirement planning, insurance, and investment options. This will involve conducting client meetings to assess their financial objectives, creating tailored financial plans, suggesting insurance products, and managing investment portfolios. Additionally, you will need to stay informed about market trends and ensure adherence to regulatory guidelines. To excel in this role, you should possess skills in Financial Planning, Retirement Planning, and Finance, along with practical experience and expertise in Insurance and Investments. Strong analytical and problem-solving abilities are required, as well as excellent interpersonal and communication skills. The capacity to work autonomously and collaboratively within a team is essential. Prior experience in financial advisory or a related field would be advantageous, along with any relevant certifications or licenses in financial planning or insurance. A Bachelor's degree in Finance, Business, Economics, or a related discipline is preferred.,