Interview For Finance Advisor || B.A - Freshers

Job Summary

DIGIT INSURANCE is looking for a motivated and customer-focused Financial Advisor to help clients understand their financial protection needs and recommend suitable insurance solutions. The ideal candidate will build long-term customer relationships, provide professional financial guidance, and contribute to the company's business growth through ethical sales practices.

Key Responsibilities

tify and approach potential customers through referrals, networking, and lead generation.

ss clients' financial goals, income, and insurance requirements.

mmend appropriate life, health, motor, travel, and other insurance products.

ain policy features, benefits, exclusions, and premium options clearly.

st customers with policy issuance, renewals, endorsements, and claims guidance.

d and maintain long-term relationships with existing clients.

eve monthly and annual sales targets.

tain accurate customer records and ensure compliance with company policies and regulatory guidelines.

updated on new insurance products and market trends.

Required Qualifications

elor's degree in any discipline .

hers with strong communication and sales aptitude are preferred.

(prior experience is required to join only as a team lead directly)

Required Skills

ng communication and interpersonal skills.

omer relationship management.

s and negotiation skills.

ncial planning and advisory abilities.

lem-solving and analytical thinking.

c computer proficiency (MS Office and CRM systems).

management and organizational skills.

ethical standards and professionalism.

erred Attributes

-motivated and target-oriented.

ity to work independently and as part of a team.

tive attitude with a customer-first approach.

ingness to travel locally for client meetings.

ensation & Benefits

etitive salary with attractive performance incentives.

th insurance and employee benefits.

essional training and career development opportunities.

ormance recognition and growth opportunities.

e and other company benefits as per policy.

Work Location

As assigned by DIGIT INSURANCE.

PARK STREET,KOLKATA.

Employment Type

Full-time/Part-time

Reporting To

Branch Manager / Sales Manager

Equal Opportunity Statement:

DIGIT INSURANCE is committed to providing equal employment opportunities to all qualified candidates and fostering a diverse and inclusive workplace.

• Experience

  Fresher

• No. of Openings

  11

• Education

  Graduate (B.A, B.B.A, B.Sc, Certificate/Diploma/Others)

• Role

  Finance Advisor

• Industry Type

  Insurance / Claims

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face Interview Location

  Apeejay House, 15 park street 700016.3rd floor, Block C.