Senior Financial Services Consultant

Urgent Mandate-Senior Agency Field Specialist for a MNC Life Insurance Company (Sales role of Life Insurance Products to only UHNI customers)

Location : Andheri, Mumbai (Only local candidates please)

Individual Role

CTC : Up to 12 LPA

Candidates from Life Insurance sales background from agency or direct vertical are encouraged to apply.

Email : About the Role

We are looking for a proactive and client-focused Senior Agency Field Specialist (Sales role) to join our Life Insurance business. The ideal candidate will be responsible for guiding clients on financial planning, insurance-based wealth solutions, and long-term protection needs while ensuring strong relationship management.

Key Responsibilities

Manage and grow a portfolio of high-value customers by offering tailored life insurance and investment-linked solutions.

Conduct detailed financial need analysis to recommend suitable products such as ULIPs, term plans, pension / retirement solutions, and savings plans.

Build long-term relationships with clients through regular engagement, portfolio reviews, and service support.

Acquire new customers through referrals, networking, and market intelligence.

Stay updated on product features, market trends, and compliance guidelines.

Achieve monthly and quarterly business targets in line with company goals.

Maintain complete documentation and ensure adherence to regulatory norms.

Candidate Profile

Graduate / Postgraduate with 5–12 years of experience in wealth management, life insurance (Agency or Direct Channel), BFSI sales, or financial advisory.

Strong understanding of life insurance products, financial planning concepts, and customer profiling.

Excellent communication, presentation, and interpersonal skills.

Ability to build trust-based client relationships and deliver high-quality service.

Goal-oriented, self-driven, and comfortable in a target-based role.