Insurance Financial Advisor

0 years

0 Lacs

Posted:2 weeks ago| Platform: Linkedin logo

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Work Mode

Remote

Job Type

Full Time

Job Description

Company Description

Life Line Associates is a trusted partnership firm specializing in the insurance sector, with a strong focus on life insurance solutions. We are committed to providing comprehensive and tailored insurance plans to secure the financial future of individuals and families. Our mission is to ensure financial security and peace of mind for our clients through personalized service and expert advice.

Role Description

This is a full-time remote role for an Insurance Financial Advisor. The Insurance Financial Advisor will be responsible for developing and implementing financial plans, offering retirement planning advice, and providing comprehensive insurance solutions. Day-to-day tasks include client consultations, financial assessments, investment recommendations, and ongoing portfolio management.

Qualifications

  • Skills in Financial Planning and Retirement Planning
  • Strong knowledge of Finance and Insurance sectors
  • Experience in Investments
  • Excellent analytical and problem-solving abilities
  • Strong communication and interpersonal skills
  • Ability to work independently and remotely
  • Experience in the insurance industry is a plus
  • Bachelor's degree in Finance, Economics, or related field

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