Financial Advisor

Job Summary

An Insurance Advisor helps individuals and businesses choose insurance policies that best meet their needs.

First preference for the Retired officers and Homemakers only and Best second earning income for homemakers.

They assess clients’ financial situations, explain coverage options, and recommend suitable insurance plans while ensuring compliance with regulations.

• we even consider the last applications also
• Key ResponsibilitiesMeet with clients to understand their insurance needs and financial goals
• Explain different insurance products (life, health, auto, home, etc.) in a clear way
• Recommend appropriate policies based on client needs and budget
• Prepare and submit insurance applications and required documents
• Maintain and update client records
• Assist clients with policy renewals, changes, and claims guidance
• Stay informed about new insurance products, laws, and market trends
• Build long-term relationships and provide ongoing customer support
• Required Skills and QualificationsStrong communication and interpersonal skills
• Sales and negotiation abilities
• Basic knowledge of finance and insurance principles