About the role
As a Financial Consultant, you will be responsible for assessing clients' financial needs and offering suitable insurance products. You will engage with clients to build trust and ensure they understand their options for risk management and financial security. Your expertise will help them make informed decisions that align with their financial goals.
This position is ideal for individuals with a strong background in insurance and a passion for helping clients achieve their financial objectives. You will work in a collaborative environment, supported by a team that values professional growth and client satisfaction.
What you'll do
- Assess client financial needs and provide tailored insurance solutions.
- Develop and maintain strong client relationships.
- Educate clients on various insurance products and their benefits.
- Monitor client portfolios and recommend adjustments as necessary.
What you'll need
- Bachelor's degree in finance, business, or related field.
- 2-5 years of experience in the insurance industry.
- Strong interpersonal and communication skills.
Skills
Knowledge of insurance products and regulations.
Excellent analytical and problem-solving skills.
Strong customer service orientation.
Good to have
Experience with financial planning software.
Familiarity with investment products.
Benefits
- Competitive salary and performance-based incentives.
- Comprehensive health insurance.
- Opportunities for professional development and training.
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 primary responsibilities of a Financial Consultant?
You will assess client needs, recommend insurance products, and build lasting relationships with clients.
What qualifications are needed for this role?
A degree in finance, business, or a related field, along with relevant experience in insurance.
Is this position remote or onsite?
This is an onsite role based in SG Highway, Surat.
What is the expected salary range?
The salary ranges from INR 40,000 to INR 80,000 per month.
How can I apply for this position?
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