Financial Advisor

Financial advisor in Aviva Life insurance plays a key role in identifying client investment/various Health/Life insurance needs recommending certain coverage options and building long term relationships to ensure financial protection of their family and risk management.

The role involves Sales, customer service, policy management, and ongoing advisory support which leads to huge amount of money and Rewards and Recognition and the major thing you can get here is various Foreign Trips in every Quarter.

Key Responsibilities :-

1. Identify and develop new business opportunities through networking, referral and prospecting.

2. Assess client financial status and various investment/insurance needs

3. Recommend customer for suitable investment/insurance products like Savings plan ,Term plan, Retirement plan Child plan, ULIP, Health Insurance, Life Insurance, Business Insurance

4. Explain Product features, policy benefits and financial planning to customers.

5. Maintain strong relationships with branch and with customers & stakeholders