As a Financial Planner at Investmart Solutions in Nashik, you will be responsible for offering financial planning services, income replacement solutions, retirement planning, and investment advice. Your role will involve providing financial advisory services to clients part-time or on a freelance basis. To excel in this role, you must possess strong financial planning and finance skills, with expertise in retirement planning and investments. Experience in delivering financial advisory services is essential, along with excellent analytical and problem-solving abilities. Effective communication and interpersonal skills are also crucial for this position. Ideally, you should hold a Bachelor's degree in Finance, Economics, or a related field. Previous experience in the insurance sector would be advantageous for this role. If you are looking to apply your financial expertise and help clients achieve their financial goals, this position offers an exciting opportunity to contribute to the success of Investmart Solutions.,
The role of Financial Advisor at Investmart Solutions in Nashik is a part-time on-site position that involves responsibilities such as financial planning, retirement planning, investments, and offering financial advisory services. To excel in this role, you should possess skills in financial planning and finance, expertise in retirement planning and investments, experience in providing financial advisory services, strong analytical and problem-solving abilities, as well as excellent communication and interpersonal skills. Ideally, you should hold a Bachelor's degree in Finance, Economics, or a related field to be considered for this opportunity.,
As a Life Insurance Financial Planner, your role will involve guiding clients to select suitable life insurance products aligned with their financial objectives and family needs. Your interpersonal skills, ethical standards, and comprehensive knowledge of insurance solutions will be essential for success. - Build and nurture enduring client relationships through consistent communication and service. - Evaluate clients" financial circumstances, requirements, and goals to propose appropriate life insurance options. - Present and elucidate insurance policy choices and advantages clearly and persuasively. - Aid clients with application processes, underwriting procedures, and claims as needed. - Stay updated on industry trends, product offerings, and regulatory modifications. - Achieve or surpass sales targets and business development objectives. - Conduct regular follow-ups to ensure client contentment and effective policy servicing. - Maintain precise records of client interactions and policy specifics using CRM tools. To excel in this position, you should have: - High school diploma required; Bachelors degree in finance, business, or related field preferred. - Life Insurance License (or willingness to acquire). - Demonstrated expertise in sales, insurance, or financial advising is advantageous. - Profound understanding of life insurance products and financial planning. - Exceptional communication, negotiation, and presentation abilities. - Self-motivated, disciplined, and target-driven. - Proficiency in Microsoft Office and CRM systems.,