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Financial Advisor (FA) – Job Description Position: Financial Advisor (FA) Department: Sales & Distribution Industry: Life Insurance / Financial Services Key Responsibilities - Generate new customer leads through calling, references, field visits and networking.

  • Understand customers’ financial goals and insurance requirements.
  • Explain suitable life insurance and financial planning solutions to customers.
  • Conduct customer meetings and provide product presentations.
  • Prepare quotations/illustrations and assist customers with policy applications.
  • Coordinate documentation, KYC and proposal submission.
  • Follow up with prospects and convert leads into business.
  • Maintain good relationships with existing customers and provide after-sales support.
  • Follow up for premium payments and policy renewals.
  • Achieve assigned monthly/quarterly sales targets.
  • Maintain regular reporting of leads, meetings, conversions and business.

Required Skills - Good communication and interpersonal skills.

  • Sales and negotiation ability.
  • Customer relationship management.
  • Basic knowledge of insurance and financial products.
  • Ability to work independently and meet targets.
  • Basic smartphone/computer knowledge. Qualification &

Experience - Minimum 12th pass / Graduate preferred.

  • Freshers and experienced candidates can apply.
  • Sales, insurance, banking or financial-services experience will be an advantage.

Job Nature

Full-time | Sales & Customer Relationship | Field + Customer Meetings

Pay: Up to ₹200,000.00 per hour

Benefits

  • Flexible schedule
  • Work from home
Work Location: In person
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