Financial Consultant

BFSI Jobs · recruiting for a confidential client

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Listing updated

Pay
₹40,000–80,000 a month
Location
Thiruvananthapuram, Kerala
Work mode
On-site
Job type
Full time
Experience
2–5 yrs
Category
Finance

In hand: about ₹36,000–72,100 a month after PF and income tax (estimate). How it's worked out

Seeking a skilled Financial Consultant to provide clients with tailored insurance solutions. Join our dynamic team in Thiruvananthapuram.

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About the role

As a Financial Consultant, you will be responsible for assessing clients' insurance needs and recommending appropriate products and services. This role is ideal for individuals with a strong understanding of the insurance market and a passion for helping clients secure their financial future. You will work closely with clients to build trust and long-lasting relationships, providing them with full support throughout the insurance process.

Our client offers a collaborative work environment where your contributions are valued. You will receive ongoing training to enhance your skills and advance your career in the insurance industry.

What you'll do

  • Assess clients' insurance needs
  • Recommend insurance products
  • Build and maintain client relationships
  • Provide ongoing support and advice

What you'll need

  • Bachelor's degree in Finance or related field
  • 2-5 years of experience in insurance
  • Strong communication skills

Skills

Client relationship management Insurance product knowledge Analytical skills

Good to have

Sales experience Financial planning knowledge

Benefits

  • Competitive salary package
  • Performance bonuses
  • Professional development opportunities

Interested in this role?

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

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Questions about this job

What are the primary responsibilities of a Financial Consultant?
You will assess clients' insurance needs, recommend products, and maintain client relationships.
What qualifications do I need for this role?
A degree in finance or a related field, along with 2-5 years of experience in insurance.
What is the salary range for this position?
The salary ranges from INR 40,000 to INR 80,000 monthly.
Is this role remote or onsite?
This position is onsite in Vellayambalam, Thiruvananthapuram.
How do I apply for this position?
Click "Apply Now" on this page to apply through BFSI Jobs. BFSI Jobs is recruiting for this role on behalf of a client employer.

Listing last updated

Financial Consultant

₹40,000–80,000 a month

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