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Financial Advisor (Insurance Process) @ Dreams Job Solution

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 Financial Advisor (Insurance Process)

Job Description

Greetings for the Day !!


Designation: Financial Service Associate

Location: Hyderabad (Tolichowki)

Qualification: Graduation

Experience: Fresher or 6 months  Experience in any sales.


Roles & Responsibilities:

To monitor closely the HL data and Sales Financial Products like,(Insurance,Mutual Fund,Fixed Deposit)

To be completely aware of the products being offered by the company and understand competition offering and handle customer objections

To be in sync and work together with the partner representatives

To ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options

To maintain company first attitude and be respectful in attitude towards other fellow colleagues, seniors, partners etc.


Candidate Eligibility

The candidate must be a graduate from any stream

Must be enthusiastic and self-motivated

Also the candidate must have good communication skills for the role

Open to travel.




Employement Category:

Employement Type: Full time
Industry: Banking / Financial Services
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Financial Advisor (Insurance Process)

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Keyskills:   direct sales financial services cold calling life insurance mutual funds insurance sales

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