Financial Planning Jobs in India

Bajaj Life InsuranceJob Title: Financial Sales Executive - Team Leadership & Talent DevelopmentJob OverviewJoin the Bajaj Life Insurance team through a Management Trainee Program designed to develop skills in financial sales, customer relationship management, recruitment, and team leadership.Training & Selection- 7-day training program followed by an assessment.- Selection based on performance, communication, and leadership potential.Trainee Phase- Achieve assigned business targets within a maximum of 3 months.- High performers may qualify sooner, based on performance.- Training, guidance, and regular reviews will be provided.Key Responsibilities- Promote life insurance products and build customer relationships.- Work toward assigned sales and ...

Business Finance AnalystExperience: 7-10 YearsLocation: PuneWe are hiring an experienced Business Finance Analyst to drive financial planning, budgeting, forecasting, profitability analysis, and business performance reporting to support strategic decisions.Key ResponsibilitiesPrepare budgets, financial forecasts, and business performance reports.Analyze revenue, costs, margins, and profitability.Develop financial models and variance analysis reports.Monitor KPIs and provide actionable financial insights.Support business planning, financial reviews, and cost optimization.Collaborate with finance, sales, and business teams.Prepare management reports and presentations for leadership.Relevant SkillsBusiness Finance, Financial Planning & Analysis, FP&A, Budgeting, Forecasting, Financial Modeling, Variance Analysis, P&L Analysis, Profitability Analysis, MIS Reporting, Advanced Excel, Power BI, Financial Reporting, Cost Optimization

Seeking a detail-oriented Estimation Engineer to prepare accurate project cost estimates, develop budgets, manage tendering activities, and support cost control throughout the project lifecycle. The role involves reviewing technical drawings, estimating material and labour requirements, evaluating supplier quotations, managing contract-related activities, and identifying cost-effective solutions while ensuring compliance with project specifications and quality standards.Key Responsibilities:Review architectural, structural, and engineering drawings to understand project scope and requirements.Prepare detailed cost estimates for materials, labour, equipment, and other project expenses.Develop project cost plans and budgets to monitor and control expenditures.Prepare tender documents, bills of quantities (BOQs), and cost breakdowns.Evaluate quotations and bids from contractors and suppliers to ensure competitive pricing and quality.Negotiate pricing, contracts, and terms with contractors and suppliers.Review and manage contracts to ensure compliance with agreed terms and conditions.Assess project variations and scope changes and update cost estimates accordingly.Monitor project expenses against approved budgets and identify potential cost overruns.Evaluate completed work and support contractor payment certification.Prepare regular cost reports and provide budget updates to project management.Conduct feasibility studies and value engineering exercises to identify cost-saving opportunities.Identify financial risks, including material price fluctuations and project cost uncertainties, and develop mitigation strategies.Ensure compliance with applicable construction regulations, safety requirements, and environmental standards.Required Skills & Qualifications:Bachelor's degree in Civil Engineering, Mechanical Engineering, Construction Management, Estimation and Costing, or a related field.Strong understanding of construction cost estimation, budgeting, and tendering processes.Ability to interpret technical drawings, specifications, and project documents.Knowledge of BOQ preparation, quantity estimation, and material cost analysis.Understanding of contract administration, cost control, and financial reporting.Strong analytical, numerical, negotiation, and problem-solving skills.Good communication and coordination skills.Proficiency in relevant estimation software and Microsoft Excel is preferred.Ability to manage multiple estimates, meet deadlines, and maintain accuracy.

* Lead financial strategy, planning, budgeting & forecasting* Drive cash flow, working capital & liquidity management* Oversee profitability, cost control & financial performance* Manage MIS, financial reporting & business analytics* Drive debtor management, receivables & collection discipline* Oversee banking, audits, taxation, compliance & internal controls* Provide strategic financial insights to the MD & management* Build strong financial systems, processes and controls* Lead and develop the Finance & Accounts team* Act as a strategic business partner to the leadership team

We are seeking a dedicated Wealth Advisor to join our team in Siliguri, India. This role is ideal for individuals with 2 to 5 years of experience in finance or investment services.nnAs a Wealth Advisor, you will guide clients in managing their financial assets and investments. You will work closely with them to develop personalized strategies that align with their financial goals.nnKey Responsibilities:nn1. Client Consultation: Meet with clients to understand their financial objectives, risk tolerance, and investment goals. Build strong relationships to foster trust and loyalty.nn2. Investment Strategy Development: Create tailored investment plans that suit individual client profiles, incorporating various investment products and services.nn3. Market Research: Stay updated on market trends, economic news, and financial products to provide informed advice to clients.nn4. Performance Monitoring: Regularly review and assess clients' portfolios, making necessary adjustments to optimize performance and meet changing needs.nn5. Compliance and Reporting: Ensure all financial practices adhere to regulatory standards, and provide clients with accurate reports and documentation.nnRequired Skills and Expectations:nnCandidates should hold a graduate degree and possess strong communication skills to effectively convey complex financial ideas to clients. A solid understanding of investment principles and financial markets is essential. You should be proactive, detail-oriented, and capable of working in a team-oriented environment. The ability to build lasting client relationships is crucial for success in this role.

The chief Financial Officer is responsible for overseeing the company's financial strategy, financial planning, accounting, budgeting, risk management, and overall financial performance. The CFO Provides strategic financial guidance to senior management and ensures compliance with applicable financial laws and regulations. Key Responsibilities :- . Develop and implement the company's financial strategy and long- term financial plans. . Manage accounting, finance, taxation, treasury, budgeting, and financial reporting functions. . Prepare and monitor annual budgets, forecasts, cash- flow projections, and financial plans. . Analyze financial performance and provide recommendations to management and the board- of Directors. . Ensure accurate and timely preparation of financial statementsm MIS reports, and management reports. . Monitor cash flow, working capital, investments, and overall financial liquidity. . Provide financial insights and support senior management in strategic business decisions. . Establish KPLs and financial performance measures to track business results.

Role: Global Digital Finance and FP&A Business PartnerKey Responsibilities Deliver recurring and ad hoc FP&A reporting across commercial, cost and cash performance; identifytrends, risks and opportunities. Build forecasts, scenarios, financial models and KPI reports that support senior leadership decisions. Improve master data and reporting structures to provide consistent, reliable financial information acrossteams. Use generative AI tools, including Copilot, and predictive analytics to strengthen reporting and forecasting. Turn analysis into recommendations on pricing, margins, cost efficiency, EBITDA, working capital andcash flow. Partner with finance colleagues and senior stakeholders across regions, presenting complex findings asclear actions.Qualifications and Skills Masters degree in finance, accounting, economics or business administration, or an equivalentqualification. At least five years of experience in FP&A, commercial finance or business performance management in amultinational environment. Strong financial modelling, forecasting and scenario analysis skills, with advanced Excel and Power BIproficiency; SAP or Anaplan experience is an advantage. Practical experience with generative AI in finance, especially Copilot; machine learning or Pythonexperience is a plus. Sound business judgment and the ability to communicate financial insights clearly to senior stakeholdersand work across cultures and functions. Professional fluency in English; additional languages and a CPA, ACCA, CMA, CIMA or CFA qualificationare advantages.

As a Financial Advisor, you will play a vital role in managing and guiding clients on their financial journeys. This position is based in BBD Bag, Kolkata, and is ideal for individuals with 0 to 6 years of experience. Your primary responsibilities include team management, where you will collaborate effectively with colleagues to achieve common goals. You will also focus on insurance sales, actively promoting various financial products to clients. Continuous product learning will be essential to stay updated on market trends and financial solutions. Strong communication skills will enable you to build and maintain relationships with clients, ensuring their needs are met through excellent client management practices.Candidates are expected to have good interpersonal abilities and the willingness to learn and adapt in a dynamic environment. A background in pursuing a BBA or MBA is preferred, as it will provide you with a foundational understanding of financial concepts.This role requires you to work from the office, where you will engage with team members and clients directly. Flexibility in office hours may be offered to accommodate individual work styles. Additional perks include significant incentives based on performance, opportunities for foreign tours, and a supportive work culture that encourages personal growth and development. Join us to help individuals navigate their financial futures while growing your career in the finance industry.

As a Life Insurance Advisor, you will play a crucial role in helping clients understand and choose the best life insurance products. This is a part-time, work-from-home position based in Kolkata, India, suitable for individuals with 1 to 5 years of experience.In this role, your key responsibilities will include developing marketing strategies to promote various insurance products and advising clients on financial planning. You will need to effectively communicate the benefits and features of insurance policies to help clients make informed decisions. Additionally, you will maintain strong relationships with clients to provide ongoing support and assistance as needed.To excel in this position, you must possess strong financial and insurance knowledge, as well as excellent spoken communication skills. You should be adept at developing business strategies and have a solid understanding of marketing principles. Familiarity with insurance software and platforms will be advantageous, enabling you to navigate customer inquiries effectively. This position requires you to be responsible and self-motivated, with the ability to work independently while managing your time effectively. Additionally, strong organizational skills will be essential for maintaining client records and follow-up schedules. This is a fantastic opportunity to work from the comfort of your home while contributing to clients' financial well-being through informed insurance choices. Join us and make a difference in the lives of others.

Position: Life MitraIndustry: Life Insurance / Financial ServicesCompany: SBI Life InsuranceLocation: PatnaEmployment Type: Business Opportunity / Insurance Sales### About the RoleAs a Life Mitra, you will help individuals and families understand their life insurance and financial protection needs and assist them in choosing suitable SBI Life insurance solutions.This role is suitable for people who enjoy meeting customers, building relationships, sales, and financial awareness.Key Responsibilities* Identify and develop new customers through personal networking, referrals and local outreach.* Understand customers' financial protection and insurance requirements.* Explain relevant SBI Life insurance products in simple language.* Assist customers throughout the policy application and documentation process.* Maintain regular communication and relationships with existing customers.* Generate leads and follow up with prospective customers.* Work towards assigned business and activity targets.* Participate in customer meetings, awareness activities and promotional campaigns.* Provide appropriate after-sales support and coordinate with the company/branch when required.* Follow applicable company policies, regulatory requirements and ethical sales practices.Who Can Apply?* Freshers and experienced candidates can apply.* Good communication and interpersonal skills.* Interest in sales, insurance, and financial services.* Ability to build relationships and generate leads.* Local-area knowledge and a strong personal network can be an advantage.* Basic smartphone and digital communication skills.Earning Opportunity* Earnings are linked to the business generated and the applicable commission/incentive structure.* Income can increase with customer acquisition, premium generation, and renewal business.* Suitable for individuals looking to build a long-term career/business in life insurance and financial services.Why Consider This Opportunity? SBI Life brand association Opportunity to build your own customer network Flexible field-based working Suitable for freshers as well as experienced sales professionals Performance-linked earning potential Opportunity to develop skills in insurance and financial servicesInterested candidates can contact: 7519216365 Patna

We are seeking a dedicated and experienced General Manager to join our team in Wazirpur, Delhi. The ideal candidate will have 10 to 15 years of experience and is required to be male. As General Manager, you will play a critical role in leading our operations and ensuring the overall success of the organization.nnKey responsibilities include overseeing daily operations, managing staff, and implementing strategic plans to enhance productivity and efficiency. You will be responsible for setting performance goals, evaluating progress, and making necessary adjustments to meet our objectives. Additionally, you will manage budgets, ensure compliance with regulations, and uphold company policies.nnYou will also be expected to foster a positive working environment, encouraging team collaboration and professional development. Building strong relationships with clients and stakeholders to support business growth will be essential.nnThe ideal candidate should possess strong leadership skills and have a proven track record of successful management. Excellent communication skills are necessary to effectively convey information and drive team engagement. A solid understanding of operational processes and experience in strategic planning are crucial for this role. A graduate degree is required, and a commitment to continuous improvement and innovation in the workplace is expected. This is a full-time, office-based position.

Post : Manager (corporate finance)Opening : 1 Nos.Qualification : CAExp. : 10 years and aboveCTC : 18 to 24 lakhs PALocation : Amravati, Maharashtra.JD for Manager (Corporate Finance ):1.Oversee the financial operations of the organization, including budgeting,financial planning, and reporting.2.Manage the preparation of financial statements, forecasts, and budgets.3.Ensure compliance with financial regulations and standards.4.Analyze financial data and provide insights and recommendations to seniormanagement for strategic decision-making.5.Collaborate with external auditors, tax consultants, and regulatory authoritiesas required.Job Specification:1. Proven experience ( 10 years) in a finance management role, preferably in[industry/sector].2. Strong understanding of financial principles, regulations, and accountingstandards.3. Proficiency in financial management software and Microsoft Excel4.Detail-oriented, organized, and able to manage multiple priorities effectively. Interested candidates can share their CV: srexpertservices@gmail.com Call/WhatsApp: 8851627720

We are looking for a dedicated Financial Advisor to join our team in Gaya, India. This part-time, work-from-home role is perfect for motivated individuals eager to help clients manage their finances effectively.As a Financial Advisor, your main responsibilities will include:- Client Consultation: Meet with clients to understand their financial goals and challenges, building strong relationships based on trust.- Financial Planning: Create customized financial plans that align with clients' objectives, considering investments, savings, and budgets.- Market Research: Stay updated on financial markets and trends to provide clients with well-informed advice and recommendations.- Product Knowledge: Educate clients on various financial products, including investments, insurance, and retirement plans, ensuring they make informed decisions.- Ongoing Support: Maintain regular communication with clients to ensure their plans remain relevant and adapt strategies as needed.To succeed in this role, you should possess excellent communication skills, a strong desire to learn about finance, and the ability to work independently. An understanding of basic financial principles and a keen interest in helping others achieve their financial goals are essential. Individuals with a positive attitude and a commitment to professional development will thrive in this dynamic environment. Prior experience is not required, making this an excellent opportunity for motivated individuals looking to start their careers in finance.

Hiring: Insurance Advisors - Axis Max Life InsurancePosition: Insurance AdvisorCompany: Axis Max Life InsuranceLocation: Visakhapatnam (Vizag)Employment Type: Part-Time / Full-TimeReporting To: Sales Manager Job RoleWe are looking for motivated and ambitious individuals to join our team as Insurance Advisors. As an Insurance Advisor, you will help customers understand their financial protection and insurance needs and recommend suitable life insurance solutions. Key Responsibilities- Identify and connect with potential customers.- Understand customers financial goals and insurance requirements.- Explain suitable life insurance plans and benefits.- Build and maintain strong customer relationships.- Generate leads through personal networks, references, and digital channels.- Follow up with prospects and convert leads into customers.- Provide ongoing service and support to existing customers.- Achieve monthly business and activity targets.- Attend regular training and team meetings. Who Can Apply?- Minimum qualification: 12th Pass / Graduate- Freshers and experienced candidates can apply.- Good communication and interpersonal skills.- Basic knowledge of smartphones and WhatsApp.- People interested in sales, finance, insurance, or business development.- Self-motivated individuals with a willingness to learn. What We Offer- Attractive commission-based income- Performance-based incentives and rewards- Professional training and guidance- Flexible working opportunities- Opportunity to build your own customer network- Career growth opportunities- Recognition for high performers- Support from an experienced Sales Manager Ideal ForStudents Working Professionals Business Owners Homemakers Retired Professionals Sales Professionals FreshersInterested? Send your Name + Qualification + Location + Contact Number Contact: P. Dinesh Kumar 8179556368Sales Manager - Axis Max Life Insurance

We are looking for a dedicated Life Insurance Advisor to join our team in Salt Lake. This part-time position is suitable for individuals with a passion for helping others and a desire to grow in the insurance field.Key Responsibilities:- Client Interaction: Engage with potential clients to understand their insurance needs and provide tailored solutions. This involves building trust and maintaining a good relationship with clients.- Policy Presentation: Explain various life insurance policies to clients, detailing benefits and features. This ensures clients understand their options and can make informed decisions.- Sales Support: Assist in closing sales by addressing client queries and concerns promptly. Your support will be critical in converting leads into satisfied customers.- Market Research: Keep up-to-date with the latest market trends and insurance products. This knowledge will help you recommend the best options to clients.- Documentation Management: Help clients with the necessary paperwork for policy applications. Ensuring that all documentation is completed accurately is essential for a smooth process.Required Skills and Expectations:- Communication Skills: You should be able to communicate clearly, both verbally and in writing, to effectively explain policies and answer questions.- Customer Service Orientation: A strong focus on helping clients and understanding their needs is crucial for success.- Basic Computer Skills: Familiarity with basic software applications is needed to manage client information and documents.- Learning Mindset: Eagerness to learn about life insurance products and regulations is important, especially for those with less experience. - Time Management: As this is a part-time role, being able to manage your time effectively to meet client needs is essential.

We are looking for a Financial Assistant to support our finance team in Kolkata. This role is suitable for candidates with 0 to 6 years of experience, and a minimum education level of 10th pass is required. As a Financial Assistant, your primary duty will be to help maintain accurate financial records and assist in various financial tasks.- Assist with Financial Transactions: You will help process invoices, receipts, and payments, ensuring that all records are accurate and up to date.- Maintain Financial Records: Keeping accurate and organized financial records is crucial. You will be responsible for updating databases and filing important documents.- Support Budget Management: Assisting in tracking expenses and budgeting will be part of your role. You will help ensure that financial goals are met and highlight any discrepancies.- Prepare Financial Reports: Help in preparing basic financial reports as needed. This may involve compiling data and summarizing financial information for management review.- Communicate with Clients and Vendors: You may deal with clients and vendors regarding payments and invoicing, ensuring clear and timely communication.For this position, you should have a good understanding of basic financial principles. Strong attention to detail and organizational skills are essential to manage tasks effectively. You should be comfortable with numbers and have basic computer skills, particularly in spreadsheets and financial software. Good communication skills will help you work well within the team and with clients.

As a Financial Advisor in Cuttack, you will assist clients in managing their finances effectively. This role requires strong communication skills and financial knowledge to help clients achieve their financial goals.Key Responsibilities:- Client Consultation: Meet with clients to understand their financial needs and assess their current financial situation. This helps you tailor your advice based on each client's unique circumstances.- Financial Planning: Develop personalized financial plans that include investments, savings, and insurance options. Your plans should align with clients short-term and long-term financial goals.- Market Research: Stay informed about financial markets and investment opportunities. This knowledge is essential to provide accurate and timely advice to clients.- Product Recommendation: Suggest suitable financial products such as investments, retirement plans, and insurance. You should be able to explain the benefits and risks of different options clearly.- Follow-Up: Regularly check in with clients to review their financial plans and make adjustments as needed. This ongoing support builds trust and encourages client loyalty.Required Skills and Expectations:- A minimum of 12th-grade education is necessary; further finance-related education is a plus.- Strong communication and interpersonal skills to build relationships with clients.- Basic understanding of financial products and services.- Ability to analyze financial data and trends to make informed recommendations.- A proactive and self-motivated approach to work, with an eagerness to learn and grow in the financial sector.

Important Eligibility This role is only for candidates with prior experience in a CA firm or consulting practice(Big4 or mid-tier) Applicants from corporate/industry indirect tax departments will not be considered.Key Responsibilities1. GST Litigation & Representation Manage assessments, departmental proceedings, and appeals achieving favorableoutcomes through strong technical expertise and effective representation. Coordinate with GST authorities to ensure timely and efficient resolution of disputes.2. GST Advisory & Structuring Provide strategic advisory on complex GST matters, including classification, valuation,input tax credit, and cross-border transactions. Deliver practical solutions to tax challenges through in-depth analysis of legislation andjudicial precedents. Conduct training sessions and knowledge-sharing programs on GST updates, case lawanalysis, and compliance best practices to enhance team capability. Advise on ERP-related GST implementation and reporting issues, recommendingprocess improvements for better accuracy and compliance.3. GST Compliance & Refunds Review GST Audits (Form 9&9C) for diverse entities Handle end-to-end GST refund processes, from documentation to coordination withauthorities. Oversee GST compliance and timely filing of GSTR-1, GSTR-3B across business verticals. GST Registrations: Managed end-to- end GST registration processes, ensuring timely andaccurate completion for clients in various sectors.Who Were Looking For Qualified Chartered Accountant (CA) or Semi-qualified CA with over 3 years of post-articleship experience in GST practice. Mandatory: Experience in a CA firm / consulting practice (Big4 or mid-tier) In-depth knowledge of Indirect Tax Laws, Compliance Management, Advisory andPlanning, Audit and Litigation Management Proven ability to lead teams of 3+ professionals and manage client relationships. Strong proficiency in legal and technical drafting. Strong communication and client engagement skills.

Hiring: Internal Audit ManagerLocation: BangaloreExperience: 7-10 YearsWe are looking for an experienced Internal Audit Manager to lead audit activities, assess internal controls, ensure regulatory compliance, and identify operational and financial risks.Key Responsibilities:Plan and execute risk-based internal audits.Evaluate internal controls, financial processes, and operational procedures.Identify audit gaps, risks, and compliance issues.Prepare audit reports and recommend corrective actions.Coordinate with business teams and external auditors.Monitor audit observations and ensure timely closure of findings.Key Skills: Internal Audit, Risk Assessment, Internal Controls, Audit Planning, Regulatory Compliance, IFC, SOX, Audit Reporting, Process Improvement, Financial Auditing

Business Finance Analyst - FinTechHiring Company: Talent Zone ConsultantJob Title: Business Finance Analyst / Senior Business Finance AnalystLocation: BangaloreEmployment Type: Full-timeJob SummaryTalent Zone Consultant is looking for an experienced Business Finance Analyst with 7-9 years of experience in FinTech, NBFC, Banking, Payments, Lending or Digital Financial Services.The ideal candidate will have strong expertise in FP&A, financial modelling, budgeting, forecasting, variance analysis, business performance management and unit economics. The candidate will work closely with business, product, sales, operations and leadership teams to provide actionable financial insights and support strategic decision-making.Key ResponsibilitiesOwn and manage FP&A activities, including annual budgeting, rolling forecasts and long-range financial planning.Prepare and analyse monthly/quarterly P&L, MIS and management reports.Conduct budget vs. actual and forecast vs. actual variance analysis and provide actionable commentary.Develop detailed financial models, business cases and scenario analyses for new products, initiatives and investments.Analyse revenue, costs, margins, profitability and operating performance across business/product segments.Drive product-level profitability and unit economics analysis.Track key FinTech metrics such as CAC, LTV, contribution margin, portfolio yield, cost of funds, revenue per customer and cost-to-income.Partner with Product, Sales, Operations, Risk and Technology teams to evaluate business performance.Support pricing decisions, cost optimisation and resource allocation through financial analysis.Identify business risks, profitability opportunities and areas for operational improvement.Prepare dashboards and presentations for senior management and leadership reviews.Support strategic initiatives including new product launches, expansion plans, investment decisions and business growth initiatives.Automate recurring financial reporting and improve the accuracy and efficiency of finance processes.Work with large datasets and collaborate with BI/Data teams to develop meaningful financial insights.Required SkillsCore Finance:FP&A, Business Finance, Financial Planning, Financial Analysis, Budgeting, Forecasting, Variance Analysis, P&L Analysis, Management Reporting, MIS Reporting, Financial Modelling, Business Modelling, Scenario Analysis, Business Case Development, Profitability Analysis, Cost Analysis, Revenue Analysis, Cost Optimization, Strategic FinanceTechnology / Analytics:Advanced Excel, Financial Modelling, Power BI, SQL, Data Analytics, Dashboarding, Power Query, Power Pivot, ERP, BI Reporting, AutomationSoft Skills:Business Partnering, Stakeholder Management, Strategic Thinking, Commercial Acumen, Analytical Thinking, Problem Solving, Leadership Communication, Presentation Skills, Decision MakingEducationCA / MBA Finance / CMA / CFA preferred.Bachelor's degree in Finance, Accounting, Economics, Business or a related discipline.Candidates from reputed FinTech, NBFC, Banking, Payments or Financial Services organisations preferred.Candidate Profile7-9 years of relevant experience in Business Finance, FP&A, Corporate Finance, Strategic Finance or Finance Analytics.Strong preference for candidates with FinTech / NBFC / Banking / Lending / Payments experience.Should have hands-on experience with budgeting, forecasting, financial modelling and P&L analysis.Experience in unit economics and product profitability will be highly preferred.Should be comfortable working with senior stakeholders and presenting financial insights.Strong Excel skills are mandatory; SQL/Power BI will be an advantage.

Join our team as a Life Insurance Advisor in Kolkata, where you can work from home and help individuals secure their financial futures. This part-time role is ideal for candidates with 1 to 5 years of experience and a minimum education of 12th pass.nnKey Responsibilities:nn1. Client Consultation: Engage with clients to understand their life insurance needs and financial goals, providing tailored solutions to meet those needs.n n2. Policy Recommendations: Analyze various life insurance products and recommend the most suitable policies to clients, ensuring they are informed about coverage options and benefits.nn3. Sales Management: Contribute to achieving sales targets by actively promoting insurance services and following up with potential clients to close deals.nn4. Customer Service: Provide excellent service to clients, addressing inquiries, resolving issues, and maintaining ongoing relationships to build trust and retention.nn5. Market Research: Stay updated on industry trends and competitor offerings to effectively position our products and services in the market.nnRequired Skills and Expectations:nnCandidates should possess strong communication skills to effectively explain insurance policies and foster relationships with clients. Self-motivation and the ability to work independently are crucial, as is a basic understanding of sales techniques. You should be organized, detail-oriented, and able to manage your time effectively to maximize productivity in a part-time setting. A proactive attitude towards learning and adapting in a dynamic environment will also be essential.