About the role
As a Financial Consultant, you will assess clients' financial situations and recommend suitable insurance products. Your role will involve analyzing clients' needs and tailoring solutions to help them meet their financial goals. This position is ideal for candidates with a background in finance or insurance who enjoy engaging with clients and providing personalized service.
Our client values collaboration and is dedicated to offering comprehensive financial guidance and support. You will have the opportunity to work in a dynamic environment, assisting clients in Bhubaneswar to navigate their financial journeys effectively.
What you'll do
- Assess client financial needs
- Recommend suitable insurance products
- Develop customized financial plans
- Provide ongoing client support
What you'll need
- Bachelor's degree in finance or related field
- 2-5 years of experience in financial consulting or insurance
- Strong communication and interpersonal skills
Skills
Financial analysis
Client relationship management
Insurance product knowledge
Good to have
Sales experience
Public speaking skills
Benefits
- Health insurance
- Performance bonuses
- Professional development opportunities
Interested in this role?
It takes about two minutes. Free to apply — LocoJobs never asks candidates for money.
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Questions about this job
What are the main responsibilities of the Financial Consultant?
The Financial Consultant will assess clients' financial needs, recommend insurance products, and provide ongoing support to ensure client satisfaction.
What qualifications are required for this position?
Candidates should have a degree in finance, business, or a related field with at least 2 years of relevant experience.
Is work remote or onsite?
This position is onsite, requiring you to work from our Bhubaneswar office.
What is the salary range for this role?
The salary for this position ranges from INR 40,000 to INR 70,000 per month, depending on experience.
How do I apply for this position?
Click "Apply Now" on this page to apply through LocoJobs. LocoJobs is recruiting for this role on behalf of a client employer.
Listing last updated