Insurance Financial Advisor

Company Description

Mint Capital, an esteemed partner of Angel One Ltd, offers a wide range of financial solutions aimed at empowering and educating investors. We specialize in providing insights on stock markets, commodities, mutual funds, bonds, and insurance to help secure your financial future. At Mint Capital, we believe in making finance accessible for both seasoned investors and beginners. Our mission is to guide our clients with the latest trends, investment strategies, and personalized advice for financial growth and empowerment.

Role Description

This is a full-time, on-site role for an Insurance Financial Advisor located in Jabalpur. The Insurance Financial Advisor will be responsible for providing personalized financial planning, retirement planning, and insurance advice (Life+Health, ULIP's) to clients. Day-to-day tasks include analyzing clients' financial situations, developing tailored financial plans, advising on investment opportunities, and ensuring clients' financial goals are met through strategic planning and insurance products.

Qualifications

• Financial Planning, Retirement Planning, and Finance skills
• Insurance and Investments knowledge
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and manage client relationships
• Experience in the financial services industry is a plus
• Bachelor's degree in Finance, Economics, or related field