仕事内容

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.

Financial Protection Consultant

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