Financial Advisor

FFinlore – Financial Advisor (FA) Job Role

🔹 Position: Financial Advisor (FA)

🔹 Job Type: Work From Home (Sales-Based Role)

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📌 Role Summary

A Financial Advisor (FA) is responsible for promoting Finlore services through reference-based sales and helping people enroll in suitable company packages.

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✅ Key Responsibilities

• Introduce Finlore to:

• Friends

• Family

• Colleagues

• Known contacts

• Explain company services and benefits clearly.

• Share package details and enrollment process.

• Convert leads into enrollments.

• Do regular follow-ups with interested people.

• Attend company training and meetings on Zoom.

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📈 Nature of Work

• This is a sales-focused role.

• Work is based on communication, networking, and follow-ups.

• Performance depends on the ability to bring references and close enrollments.

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🎯 Performance Expectation

• Active participation in daily sales activities

• Consistent follow-ups

• Meeting sales targets

• Following company process and rules

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📚 Training

• Mandatory Zoom training (3 days)

• Sales process and company system will be explained

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💼 Skills Required

• Good communication

• Confidence in speaking with people

• Basic mobile/WhatsApp/Zoom usage

• Interest in sales