Financial Consultant

Career In Bank · recruiting for a confidential client

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Listing updated

Pay
₹35,000–75,000 a month
Location
Nashik, Maharashtra
Work mode
On-site
Job type
Full time
Experience
2–5 yrs
Category
Finance

In hand: about ₹31,400–67,600 a month after PF and income tax (estimate). How it's worked out

Join our client as a Financial Consultant and help clients navigate their insurance needs effectively.

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About the role

As a Financial Consultant, you will work closely with clients to assess their insurance requirements and provide tailored solutions. Your role will involve conducting thorough market research, analyzing insurance products, and advising clients on the best options available to them. This position is ideal for individuals who are passionate about helping others and possess strong communication skills. You will be part of a dynamic team that values collaboration and innovation, providing clients with the best financial protection and advice possible.

Daily responsibilities include client meetings, policy analysis, and continuously updating your knowledge of industry trends. The right candidate will have a strong background in insurance sales and excellent problem-solving skills. Join us to make a meaningful impact on clients' financial security.

What you'll do

  • Client meetings to assess insurance needs
  • Conducting market research
  • Advising clients on product options
  • Staying updated on industry trends

What you'll need

  • Bachelor's degree in Finance or related field
  • 2+ years experience in insurance sales
  • Certification in insurance products

Skills

Strong communication Analytical skills Sales expertise

Good to have

Knowledge of financial planning Customer relationship management

Benefits

  • Competitive salary
  • Performance-based incentives
  • Health insurance benefits

Interested in this role?

It takes about two minutes. Free to apply — Career In Bank 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 insurance needs, provide tailored solutions, conduct market research, and advise clients on insurance products.
What qualifications are needed for this role?
Candidates should have at least 2 years of experience in insurance sales and strong communication skills.
How can I apply for this position?
Click "Apply Now" on this page to apply through Career In Bank. Career In Bank is recruiting for this role on behalf of a client employer.

Listing last updated

Financial Consultant

₹35,000–75,000 a month

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