Financial Consultant

KijiJobs · recruiting for a confidential client

Posted · Apply by

Listing updated

Pay
₹40,000–75,000 a month
Location
Noida, Uttar Pradesh
Work mode
Hybrid
Job type
Full time
Experience
2–5 yrs
Category
Finance

In hand: about ₹36,000–67,600 a month after PF and income tax (estimate). How it's worked out

Join our team as a Financial Consultant, where you will provide insurance advice to clients and ensure they understand their policies and options.

Apply now

About the role

In the role of Financial Consultant, you will be responsible for assessing clients' insurance needs and recommending suitable policies. You will engage with clients to explain complex insurance concepts in a clear manner, assist them in making informed decisions, and build long-term relationships. This position is ideal for someone who enjoys interacting with clients and has a strong understanding of various insurance products.

You will work closely with our team to achieve sales targets and enhance customer satisfaction. This role suits individuals who are motivated, have excellent communication skills, and are looking to grow in the insurance industry. Join us to make a difference in clients' financial security.

What you'll do

  • Assess clients' insurance needs and recommend suitable policies
  • Explain insurance products and options to clients
  • Achieve sales targets and enhance customer satisfaction
  • Build and maintain long-term relationships with clients

What you'll need

  • Degree in finance or a related field
  • Experience in the insurance industry
  • Strong communication and interpersonal skills

Skills

Strong analytical skills Excellent communication skills Customer-focused attitude

Good to have

Sales experience Knowledge of financial planning

Benefits

  • Competitive salary with performance incentives
  • Flexible work environment
  • Opportunities for professional growth

Interested in this role?

It takes about two minutes. Free to apply — KijiJobs never asks candidates for money.

Apply now

Financial Consultant jobs in other cities

Questions about this job

What are the main responsibilities of a Financial Consultant?
You will assess clients' insurance needs, recommend policies, and build long-term relationships.
What qualifications are required for this role?
A degree in finance or a related field along with relevant experience in insurance is preferred.
Is this role remote or onsite?
This is a hybrid role, allowing for both remote and onsite work.
What is the salary range for this position?
The salary range is between INR 40,000 and INR 75,000 monthly.
How do I apply for this position?
Click "Apply Now" on this page to apply through KijiJobs. KijiJobs is recruiting for this role on behalf of a client employer.

Listing last updated

All career guides

Financial Consultant

₹40,000–75,000 a month

Apply