Minimum age 26 to 75
Financial consultant
1: Generate own lead generation

2: Fix appointment

3: Call to clients

4: Additional incentive available.

Responsibilities:

Assessing and analyzing the client’s financial situation and identify shortfalls

Assisting clients to establish investment objectives

Presenting clients financial plan with short- and/or long-term goals

Meeting with the client regularly to assess if recent life changes will affect the financial plan

Providing advice and recommendation on a variety of investment solutions

Providing quality pre- and post-sales services

Building a client base and identify prospective clients

Cultivating relationships with existing and prospective clients

Keeping a close eye on a company or client’s financial statements, cash flow, and other indicators of financial health.

Gurgaon

Noida

Mumbai

Bangalore

Chennai

Delhi

Pune

Private life insurance company jobs - Financial Consultant

Financial Consultant