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IFLI jobs - Agency leader

Agency Leader

IFLI

location

experience

Fresher

salary

Salary not disclosed

qualification

Other Graduate, Other Course

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Posted: 4 Years ago

Views: 3

Applications: 0

Openings: 10

Job Description

Responsibility:

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
Answering client questions about financial plans and strategies and giving financial advice.
Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
Implementing financial plans or referring clients to professionals who can help them.
Managing and updating client portfolios.
Contacting clients regularly to discover changes in their financial status.
Building and maintaining your client base.

Requirement:

We are hiring: --Minimum 12th pass-26+
Age-Retired-VRS-Housewife

Job Particulars

Role Others

EducationOther Graduate, Other Course

Who can applyFreshers

Hiring Process Face to Face Interview

Employment TypeFull Time

Job Id163587

Job Category Others

StateTamil Nadu

Country India

About Company

IFLI

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