Life Advisor Ageas Federal Life Insurance

2.0 - 6.0 years

0 Lacs

karnataka

On-site

As a Financial Advisor and Life Advisor, your primary responsibility will be to provide financial guidance and advice to clients in order to help them achieve their financial goals. You will be required to analyze clients" financial situations, understand their needs and objectives, and recommend appropriate investment strategies, insurance products, and other financial services. Your role will involve building and maintaining relationships with clients, understanding their risk tolerance, investment preferences, and financial goals, and developing customized financial plans to meet their individual needs. You will also be responsible for monitoring and reviewing clients" financial portfolios on a regular basis, and making adjustments as needed to ensure they remain on track to meet their goals. In addition to providing financial advice, you will also act as a Life Advisor, helping clients plan for their long-term financial security, including retirement planning, estate planning, and risk management. You will need to stay up-to-date on the latest trends and developments in the financial industry in order to provide the best possible advice and service to your clients. If you are passionate about helping others achieve financial success, have strong analytical and communication skills, and enjoy building relationships with clients, then this role as a Financial Advisor and Life Advisor may be the perfect fit for you. To learn more about this exciting opportunity and to schedule an interview, please visit our office at: Ageasfederal Bank of Baroda Building, 3rd Floor Phone: 8309250308 We look forward to meeting with you and discussing how you can make a positive impact as a Financial Advisor and Life Advisor with our team.,

Posted 1 day ago

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