Hiring insurance advisor
Must have 2 to 3 years exp in (BSFI) bank sales finance insurance
Salary up to 5lpa to 6lpa
Good communication in English speaking and local language
Responsibilities:
Meeting with clients.
Offering specialized financial guidance and advice.
Completing financial needs analyses.
Creating and explaining customized plans.
Utilizing knowledge of tax investment strategies.
Assessing clients' financial portfolios.
Analyzing clients' risk. -Encouraging clients to invest in the future.
Requirements:
Bachelor’s degree in finance or similar.
A license issued by the state board.
Strong verbal and written communication skills.
A professional appearance.
On-going training in the latest products and benefits.
Attendance at product launches and seminars.
Compliance according to state regulations and policies.