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6 Adyaa Global Enterprise Jobs
Financial Advisor - Life Planner
2-6 years
Hubli, Mangaluru, Mysuru / Mysore + 2 more
1 vacancy
Financial Advisor - Life Planner
Adyaa Global Enterprise
posted 5d ago
Job Role Insights
Key skills for the job
Job Description
- Prospect, network, and develop relationships to generate leads and acquire new clients.
- Conduct comprehensive financial assessments to understand clients goals and recommend suitable life insurance solutions.
- Provide personalized advice on investment strategies, retirement planning, and wealth management.
- Continuously nurture client relationships and provide ongoing support and guidance.
- Stay updated on industry trends and product knowledge to offer the most relevant solutions.
- Preferred candidates with a sales or financial background.
- Strong communication and interpersonal skills to build rapport and trust with clients.
- Proven sales experience, preferably in the insurance or financial services industry.
- Knowledge of insurance products, investment vehicles, and financial planning concepts.
- Demonstrated ability to meet or exceed sales targets and quotas.
- Excellent presentation and negotiation skills.
- Professional demeanor and ability to maintain confidentiality.
- Self-motivated and results-driven mindset.
- Good organizational and time management skills.
- Ability to work independently and as part of a team.
- Relevant certifications or licenses (e.g., insurance license, financial planning certifications) are a plus.
Employment Type: Full Time, Permanent
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Financial Advisor - Life Planner
2-6 Yrs
Hubli, Mangaluru, Mysuru / Mysore +2 more
Financial Advisor - Leadership Role
4-9 Yrs
Hubli, Mangaluru, Mysuru / Mysore +2 more
