Financial Protection Consultant

Role Overview

This position as a Financial Protection Consultant involves engaging with customers via personal and professional networks to offer tailored financial protection and long-term planning solutions. The role emphasizes building enduring customer relationships, guiding clients through documentation and onboarding, and fostering repeat business and referrals.

Key Responsibilities

• Establish connections with customers using personal and professional contacts.
• Advise clients on appropriate financial protection and long-term planning products.
• Maintain and nurture ongoing customer relationships to encourage repeat business.
• Generate business through referrals and consistent client engagement.
• Assist clients during the documentation and onboarding processes.
• Identify and hire potential advisors via networking channels.
• Mentor and provide ongoing support for new advisors.
• Promote business expansion by activating and managing advisor teams.
• Organize recruitment and networking events locally.
• Develop a sustainable and long-lasting advisor team.

Candidate Profile

• Previous experience in insurance, banking, non-banking financial companies, sales, or financial services sectors.
• Strong verbal communication and networking capabilities.
• Highly self-driven with a focus on relationship development.
• Retired professionals or those under voluntary retirement schemes are welcome to apply.
• Preference for candidates who possess established contacts within Bangalore.

Compensation and Benefits

• Competitive commission structure complemented by recurring income opportunities.
• Flexibility in working hours to accommodate personal schedules.
• Access to training programs and certification support.
• Opportunities for leadership advancement within the company.
• A work model that supports freelance engagements.
• Potential for unlimited earnings based on performance.

Additional Information

The initial interview round for this opportunity will be conducted onsite at the company premises.