Soni insurance jobs - Financial Consultant

Financial Consultant

Soni insurance
experience Fresher
salary 12,000 - 50,000 Per Month
qualification
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Posted: 1 Year ago
Views: 5
Applications: 11
Openings: 1

Job Description

Responsibilities:

Developing financial plans to help clients achieve their long-term and short-term financial goals.

Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.

Assessing how certain life changes and financial status changes affect clients’ financial plans and adjusting such plans accordingly.

Traveling to clients’ homes and places of business to consult with them.

Monitoring financial markets and economic conditions.

Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.

Communicating with accountants, real estate agents, attorneys, and other professionals to verify the information.

Researching suitable investment opportunities for clients.

Skills:

The ability to analyze financial data.

Excellent problem-solving skills.

Effective communication skills.

Exceptional customer service skills.

Strong business acumen.


    Job Particulars

    Who can applyFreshers
    Hiring Process Face to Face Interview
    Employment TypePart Time
    Job Id949301
    Locality Address Dacha Bhavan, Junwani, Kohka, Risali, Bhilai-Others
    StateChhattisgarh, Chhattisgarh, Chhattisgarh
    Country India

    About Company

    Soni insurance
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