Financial Consultant

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Tiruppur, Tamil Nadu
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 our client as a Financial Consultant in Tiruppur, where you will assist clients in managing their insurance needs effectively.

Apply now

About the role

As a Financial Consultant, you will provide expert advice to clients regarding their insurance options, analyzing their financial situations to recommend suitable products. This role requires a strong communicator who excels in building long-term relationships and thrives in a results-driven environment. You will collaborate with a dedicated team focused on client satisfaction and financial success, contributing to the overall growth and stability of clients' financial well-being.

Your expertise will help clients navigate complex insurance products, ensuring they make informed decisions that align with their financial goals. Emphasizing trust and transparency, you will play a vital role in enhancing the client experience and fostering loyalty.

What you'll do

  • Analyze clients' financial needs and recommend insurance solutions.
  • Assist clients in policy selection and application processes.
  • Maintain ongoing relationships with clients to ensure satisfaction.
  • Stay updated with industry trends and product knowledge.

What you'll need

  • Bachelor's degree in finance, business, or a related field.
  • Minimum 2 years of experience in a financial advisory role.
  • Strong communication and interpersonal skills.

Skills

Excellent analytical skills. Proficiency in financial analysis. Strong negotiation and persuasion skills.

Good to have

Knowledge of market trends. Experience with CRM software.

Benefits

  • Attractive salary with performance incentives.
  • Comprehensive health insurance.
  • Opportunities for professional development.

Interested in this role?

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

Apply now

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Questions about this job

What are the key responsibilities of a Financial Consultant?
You will analyze clients' financial needs, recommend suitable insurance products, and build long-term relationships.
What qualifications do I need for this role?
A degree in finance or a related field and relevant experience in insurance sales.
Is this position onsite or remote?
This is an onsite position located in Sholinganallur, Tiruppur.
What is the expected salary for this role?
The salary ranges from INR 40,000 to INR 70,000 per month depending on experience.

Listing last updated

Financial Consultant

₹40,000–70,000 a month

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