Financial Advisor

Position Overview

We are looking for a dynamic and energetic Financial Advisor specialized in insurance sales to strengthen our team in Kolkata. The primary goal is to expand our clientele by offering knowledgeable recommendations on risk and financial protection.

Primary Responsibilities

• Identify and cultivate new business prospects through methods including networking, cold outreach, and referrals.
• Perform consultative evaluations of clients' existing insurance policies to detect deficiencies and suggest suitable Life, Health, Property, or Casualty insurance products.
• Build and nurture long-term relationships with policyholders to enhance customer loyalty and encourage renewals.
• Facilitate communication between clients and insurance providers to assist with claim procedures.

Additional Information

This role demands a friendly demeanor combined with a strong motivation to achieve sales targets. Candidates must be adept at managing diverse client requirements and delivering tailored insurance solutions.