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Subramanya Nagar

Bengaluru

Btm 16 th Main Hopcoms

Role as financial consultant and job description focuses on sales, client consultations and relationship management.  The role is designed to help individuals and families to achieve financial security through appropriate financial planning. Core responsibilities lead generation and proactively finding new clients.


Sales Executive

Kailasipalyam

Job Title: Financial Consultant

Job Summary:
We are looking for a motivated and customer-focused Insurance Advisor to join our team. The successful candidate will help clients understand, select, and purchase life insurance policies that best meet their needs. You will provide personalized advice and leverage your network to generate consistent business growth.

Key Responsibilities:
Identify potential clients through existing contacts, referrals, and prospecting.
Understand clients’ financial goals and insurance needs.
Explain various insurance products, policy features, benefits, and terms clearly.
Use personal life insurance policies as examples to build trust and credibility.
Prepare and present policy illustrations and demo policies as needed.
Assist clients throughout the application, underwriting, and policy issuance process.
Maintain regular contact with clients to provide service and encourage renewals or new business.
Achieve monthly business targets and contribute to team goals.
Comply with all regulatory and company guidelines.

Skills and Qualifications:
Good communication and interpersonal skills.
Strong customer service orientation.
Ability to build rapport and trust with clients.
Self-motivated and goal-driven.
Basic understanding of insurance products and financial planning.
Ability to manage time and organize work effectively.
Willingness to learn and adapt in a dynamic environment.


Preferred:
Previous experience in insurance sales or financial services is an advantage.
Knowledge of HDFC Life products and services.

What We Offer:
Competitive commission structure with potential to earn up to 30% of the premium collected.
Opportunity to earn additional income through attendance-based incentives.
Support with sales tools including demo policies and illustrations.
Training and continuous development.
Flexible work schedule allowing combination with other professional commitments.



Senior Financial Consultant

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Hdfc Life Insurance Company Limited Jobs In Bengaluru - 2 Verified Vacancies

Sales Executive

Senior Financial Consultant