Required Financial Advisor - Navi Mumbai

Location: Kharghar, Navi Mumbai

Role: Financial Advisor& Fresher & Experienced- Both Welcome!& Are you ready to:

• Build a powerful career in finance $ insurance?
• Earn Attractive incentives and enjoy Flexible working hours?
• Empower individuals and families by securing their financial future?

We don 't offer a job -

• We offer Growth,&
• We offer Recognition,
• We offer Success with Purpose.

Whether you 're just starting out or looking for a rewarding career switch, this is your opportunity to Shine with India 's Most trusted brand. Apply now! Whatsapp your resume&

Key Responsibilities:

1. Client Prospecting and Lead Generation

• Identify and contact potential clients through cold calls, referrals, networking, and follow-ups on leads provided by the company.
• Build a pipeline of prospects interested in life insurance, health coverage, pension plans, and savings/investment-linked insurance products.
• Organize and participate in financial awareness seminars, webinars, and community events to generate interest in insurance planning.

2. Financial Needs Assessment

• Conduct in-depth discussions with prospective clients to understand their personal, family, and financial situation.
• Evaluate client requirements in areas such as life coverage, child education planning, retirement planning, medical protection, and income replacement.
• Use needs-analysis tools or calculators to identify coverage gaps and recommend appropriate insurance solutions.

3. Product Presentation and Consultation

• Explain product features, benefits, premium structures, and policy terms in a simple and understandable manner.
• Customize insurance plans to match the client s needs, goals, and risk appetite.
• Offer suitable riders or investment-linked options, where applicable.
• Assist clients in comparing different plans and making informed decisions.

4. Sales and Policy Issuance

• Present and sell insurance policies, meeting or exceeding assigned sales targets and business development goals.
• Complete proposal forms, collect required documentation, and assist clients through the policy issuance process.
• Ensure compliance with all underwriting procedures and regulatory guidelines (e.g., KYC norms).

5. Customer Relationship Management

• Maintain long-term relationships with policyholders by providing excellent after-sales support.
• Monitor policy renewals and ensure timely premium payments and policy servicing.
• Stay in touch with existing clients to offer additional services such as policy upgrades, claims support, or new insurance options.
• Address customer inquiries, handle objections, and resolve grievances with professionalism.

6. Market and Product Knowledge

• Stay updated on the latest insurance products, IRDAI guidelines, tax benefits, and financial trends.
• Maintain awareness of competitor offerings to position your products effectively.
• Participate in regular training sessions, certification courses, and sales strategy workshops.

7. Reporting and Documentation

• Maintain accurate and up-to-date records of client interactions, sales reports, and policy submissions.