Insurance Financial Advisor

2 - 6 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: Life Line Associates is seeking an Insurance Financial Advisor for a full-time hybrid role based in Vishakhapatnam, with the option of some work from home. As an Insurance Financial Advisor, your primary responsibility will be to provide clients with financial planning guidance, focusing on retirement planning and recommending suitable life insurance and investment options. You will assess clients" financial situations, develop strategies to meet their financial goals, and foster strong client relationships. Key Responsibilities: - Provide financial planning advice to clients - Offer guidance on retirement planning - Recommend appropriate life insurance and investment options - Assess clients" financial situations - Develop strategies to meet clients" short-term and long-term financial goals - Nurture and maintain client relationships Qualifications: - Skills in Financial Planning and Retirement Planning - Experience in Finance, Insurance, and Investments - Strong interpersonal and communication skills - Ability to build and maintain client relationships - Bachelor's degree in Finance, Accounting, Business, or related field - Relevant certifications such as CFP (Certified Financial Planner) are a plus,

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