A Leading Insurance Company jobs - Financial Advisor

Financial Advisor

A Leading Insurance Company
experience Fresher
salary 10,000 - 60,000 Per Month
qualification
Job is expired
Posted: 1 Year ago
Views:
Applications:
Openings: 1

Job Description

In this Job you can work on your own term you have to advise people to take the policy and for that you will have huge incentive. Upto 40 percent of commission you will be getting. GOLDEN CHANCE TO GET GOVERNMENT JOB AFTER WORKING AS FINANCIAL ADVISOR FOR 5 years.

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.

Job Particulars

Role 
Education 12th Pass (HSE)
Who can apply Freshers
Hiring Process Face to Face Interview, Telephonic Interview
Employment Type Part Time
Job Id 1125831
Locality Address Connaught Place
State Delhi
Country India

About Company

A Leading Insurance Company
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