Insurance Advisor - Lucknow, India - Aditya Birla Capital

Aditya Birla Capital

Verified Company

Lucknow, India

2 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

Product - Life Insurance and Investment Plans

Job Description-Product - Life Insurance and Investment Plansnsurance and Investment Plans
Product - Life Insurance and Investment Plans and Investment Plans

Salary = 17500

Responsibilities:

1 Meet or exceed sales targets and revenue goals by actively seeking new clients and leveraging referrals.

2- Conduct thorough financial needs analyses and assessments to identify clients' life insurance requirements.

3- Provide personalized recommendations on life insurance policies based on clients' goals and risk profiles.

4- Educate clients about various life insurance options, including term life, whole life, and universal life policies, and help them select the most suitable coverage.

5- Evaluate clients' investment portfolios, assess their asset allocation, and propose adjustments to align with their objectives and market conditions.

6- Monitor and review clients' investment performance regularly, providing periodic reports and performance updates.

7- Collaborate with other professionals, such as estate planners, tax advisors, and attorneys, to develop comprehensive financial plans for clients.

8- Maintain accurate client records, including financial profiles, investment holdings, and insurance policies.

Requirements:

‐

Bachelor's degree (Freshers can apply).

Experience as a Financial Advisor, specializing in Investment and insurance services will be Plus.

Excellent interpersonal and communication skills to build and maintain client relationships effectively.

Demonstrated ability to understand clients' needs and provide tailored financial solutions.

Salary:
From ₹17,500.00 per month

Benefits: