Posted:1 day ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

Role Overview: You will be a full-time on-site Insurance Financial Advisor located in Durgapur. Your primary responsibilities will include providing financial planning and retirement planning advice, assessing clients" insurance needs, recommending suitable insurance products, advising on investments, and developing strategies to meet clients" financial goals. You will also be expected to build and maintain client relationships, conduct financial assessments, and stay updated on the latest financial and insurance products. Key Responsibilities: - Provide financial planning and retirement planning advice - Assess clients" insurance needs and recommend suitable insurance products - Advise on investments and develop strategies to meet clients" financial goals - Build and maintain client relationships - Conduct financial assessments - Stay updated on the latest financial and insurance products Qualifications Required: - Financial Planning and Retirement Planning expertise - Knowledge in Insurance and Investments - Strong Finance background - Excellent communication and interpersonal skills - Ability to work independently and handle multiple clients - Bachelor's degree in Finance, Business Administration, or related field - Experience in the insurance sector is a plus,

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