Finance Advisor 12th Pass Experience Jobs in Kolkata

We are hiring Financial Consultants for our Direct Selling Agent (DSA) operations. If you have basic computer knowledge and a minimum qualification of 12th pass, we want you on our team.Reply to this message with your Resume/CV or call us directly atReply to this message with your Resume/CV or call us directly at 9830407107

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.

Experienced in Insurance Industry for at least 2-3 years, know about the market. confident about lead generation and close the call positively. This is an freelancing Job, there is no fixed salary

Meet clients to understand their financial goals and risk appetite.Recommend suitable insurance and investment plans from HDFC Lifes product portfolio.Assist customers with policy applications, documentation, and premium payments.Maintain regular contact for renewals, policy servicing, and future needs.Promote and sell life insurance policies to individuals and families.Explain product benefits, features, and terms in a clear manner.Build strong relationships to generate referrals and repeat business.Keep updated with product knowledge and regulatory guidelines.Identify potential customers through networking, referrals, and cold calling.Conduct need-based sales to match client requirements with the right HDFC Life solutions.Follow up on leads and ensure customer satisfaction post-sale.Achieve monthly sales targets while maintaining service quality.Develop trust-based relationships with customers to ensure long-term engagement.Provide personalized after-sales support, including policy servicing and claims assistance.Educate clients on new products, offers, and financial planning tips.Uphold company values and maintain compliance with IRDAI norms.

Freelance jobFinancial planning as life Savings, Investment, pension, protection

Financial knowledge, experience

Efficiency required in leadership, coordinating and financial planning

We are looking for 58 Financial Advisor Posts in Kolkata, with deep knowledge in Sales, Financial Services, Finance, Financial Planning and Required Educational Qualification is: Higher Secondary

Urgently Required Sales Advisor / Life Advisor for Life Insurance Company. Attractive Payout Structure for right candidates. Candidates have to sales life insurance policies. Freshers / Part time / Full Time may also apply. Age limit 20 -45Yts. Both Male/ Female candidates may apply. Language Bengali, Hindi and English.

its a insurance broking firm.we need insurance associate who will be in fixed salary or insurance agents who will be in commission basis.corporate and reatil insurance background

*JOB DESCRIPTION:* Recruiting Advisor And Leader For Your Team Create An Inspiring Team Environment With An Open Communication Culture. Set Clear Team Goals. Delegate Tasks And Set Deadlines. Oversee Day-To-Day Operation. Monitor Team Performance And Report On Metrics. Motivate Team Members. Understanding Clients Financial Needs. Determine Clients Expenses Level Of Income Insurance Coverage Financial Objectives And Goals Tax Status And Risk Tolerance And Answer Clients Questions And Address Concerns.

Work for reputed brand HDFC Life insurance. Make your own team and generate business. Earn Money, Foreign Tour and Career.

We are Looking for Open Minded Candidates who are eager to take their career to A Leading one. Interested Candidates May Apply

We are looking for Financial Advisor and Associates in most trusted group TATA (TATA AIA) in South Kolkata with attractive payouts and facilities like fix payout, traveling allowance, highest incentives etc

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.