A Leading Life Insurance Co. Ltd. jobs - Financial Advisor
Financial Advisor
Fresher
30,000 - 35,000 Per Month
Posted:
1 Year ago
Views:
Applications:
Openings:
1
Job Description
Work from home opportunity. No need to visit office, work anywhere within your Flexibility time and earn unlimited income up to 42% and promotion and awards and rewards and foreign convention by company sponsor and unlimited income earning opportunity. No Target only support and earning.
Responsibilities:
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.
Requirements:
Knowledge of mutual funds, securities, and insurance industries.
Proficient in Word, Excel, Outlook, and PowerPoint.
Comfortable using a computer for various tasks.
Job Particulars
Education
12th Pass (HSE)
Who can apply
Freshers
Hiring Process
Walk - In, Face to Face Interview
Employment Type
Part Time
Job Id
1344955
Job Category
Part Time , Walkins , Finance & Accounting , Work from Home
Locality Address
International Airport , Jalahalli , Jayanagar , Malleshwaram , Sanjay Nagar
State
Karnataka
Country
India
About Company
A Leading Life Insurance Co. Ltd.
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