Financial Consultant

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Chandigarh, Chandigarh
Work mode
On-site
Job type
Full time
Experience
2–5 yrs
Category
Finance

In hand: about ₹36,000–63,100 a month after PF and income tax (estimate). How it's worked out

Join a dynamic insurance team as a Financial Consultant, where you will provide tailored financial solutions to clients.

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About the role

In this role, you will assess client financial needs and present appropriate insurance solutions. Your day-to-day will involve conducting detailed consultations, analyzing market trends, and maintaining client relationships. The ideal candidate will be proactive, driven, and possess excellent communication skills. You will thrive in an environment that values customer satisfaction and professional growth. Our supportive team fosters an atmosphere of collaboration and innovation, ensuring you can make a meaningful impact on clients' financial well-being.

What you'll do

  • Conduct in-depth client consultations
  • Analyze financial needs and market trends
  • Present tailored insurance solutions
  • Manage ongoing client relationships
  • Collaborate with the sales team to achieve targets

What you'll need

  • Bachelor's degree in finance, business, or related field
  • Minimum 2 years of experience in insurance sales
  • Strong analytical and communication skills

Skills

Excellent interpersonal skills Strong analytical abilities Knowledge of insurance products and markets

Good to have

Experience with CRM software Project management skills

Benefits

  • Competitive salary and performance bonuses
  • Health and wellness benefits
  • Professional development opportunities

Interested in this role?

It takes about two minutes. Free to apply — IJNM never asks candidates for money.

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Questions about this job

What are the main responsibilities of this role?
You will assess client financial needs, present insurance solutions, and maintain client relationships.
What is the work environment like?
The position is onsite in Chandigarh, fostering collaboration within a dynamic team.
What qualifications do I need to apply?
Click "Apply Now" on this page to apply through IJNM. IJNM is recruiting for this role on behalf of a client employer.
What are the growth opportunities?
Our client offers extensive training and career advancement opportunities within the insurance sector.
How do I apply for this position?
Click "Apply Now" on this page to apply through IJNM. IJNM is recruiting for this role on behalf of a client employer.

Listing last updated

Financial Consultant

₹40,000–70,000 a month

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