About the role
As a Financial Consultant, you will work with clients to assess their financial needs and provide tailored insurance solutions. Your role will involve building and maintaining relationships with clients, ensuring they have the right coverage and investment strategies in place. This part-time position offers flexibility and the opportunity to work remotely, making it ideal for individuals seeking a work-life balance. Our client values proactive advisors who are committed to client success.
What you'll do
- Assess clients' financial requirements
- Build and maintain client relationships
- Recommend insurance and investment options
- Provide ongoing financial advice
What you'll need
- Bachelor's degree in Finance or Business
- 1-3 years of experience in financial consulting or insurance
- Proven track record of client management
Skills
Strong interpersonal skills
Knowledge of insurance products
Client-focused approach
Good to have
Sales experience
Financial planning certification
Benefits
- Flexible working hours
- Remote work opportunity
- Professional development resources
Interested in this role?
It takes about two minutes. Free to apply — KeralaCarts never asks candidates for money.
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Questions about this job
What are the main duties of a Financial Consultant?
You will assess client needs and recommend insurance and financial products.
Is this position fully remote?
Yes, this is a remote part-time role.
What qualifications do I need?
A degree in finance, business, or a related field is preferred.
What is the salary range for this position?
The salary ranges from INR 25,000 to INR 40,000 per month.
How can I apply?
Click "Apply Now" on this page to apply through KeralaCarts. KeralaCarts is recruiting for this role on behalf of a client employer.
Listing last updated