Business Financial advisor

Job type

Part-time
Full-time

Shift and schedule

Day shift

Location

Adyar, Chennai, Tamil Nadu

Benefits

Pulled from the full job description

Health insurance
Paid time off
Paid sick time
Life insurance
Work from home
Flexible schedule

Full job description

As a Finance Business Advisor, financial advisor or consultant, helps individuals and businesses manage their finances by providing expert advice and guidance. They assist with various financial matters, including investment strategies, budgeting, tax planning, and wealth management. Your responsibilities will include achieving sales targets, developing and strengthening relationships with banks/finance branch teams, improving customer awareness about life insurance products, and ensuring seamless delivery and adherence to sales processes.

GOLDEN BUSINESS OPPORTUNITY

How is a Finance Consultant Advisor Trained?

1· Pre-appointment: You will attend training & 2-day Classroom training as per your convenience

2· Post Appointment: You will be trained regularly (classroom option)

3· Field Training: Your manager would be available to provide you both online and on field training for skill development

Role of a Finance Consultant Advisor

As a Finance Consultant, your day-to-day responsibilities also includes marketing. Good marketing strategies and initiatives help you promote new and existing insurance plans, besides being effective in attracting new clients to your firm.

Your role also entails providing insurance advice, analysing policy details, processing policy adjustments and renewals, and any other services the client requires. Most importantly, as a Life Advisor, your goal should be to provide excellent customer service.

Anyone Become Finance Business Advisor -Get Life Long Passive Commission

Are you Looking for Additional Income??

In Part Time \ Flexi Time

Age Limit Min 35+

Min 2+Yr EXP in [SALES, FINANCE, Share Market, Mutual Fund or BPO / Cold Calling]

Interested Candidates Can Share their Resume Via Mail or WhatsApp to Below Mentioned Details