Insurance & Investment Consultant

ConfidentialSurat

6 days ago

Job description

We are seeking a skilled Insurance & Investment Consultant to join our team in India. In this role, you will be responsible for providing expert financial advice to clients, helping them to navigate the complexities of insurance and investment options to meet their financial goals.

Responsibilities

Provide expert advice on insurance products and investment opportunities to clients.
Conduct thorough assessments of clients' financial situations and goals.
Develop customized financial plans that align with clients' needs and objectives.
Stay updated on market trends and regulatory changes to provide accurate information to clients.
Build and maintain strong client relationships through excellent communication and customer service.

Skills and Qualifications

Bachelor's degree in Finance, Business Administration, or a related field.

3-5 years of experience in insurance and investment consulting or a related financial services role.

Strong understanding of various insurance products and investment strategies.

Excellent analytical and problem-solving skills.

Proficient in financial analysis tools and software.

Strong interpersonal and communication skills to effectively engage with clients.

Certifications such as CFP (Certified Financial Planner) or similar will be an added advantage.

Skills Required

Financial Analysis, Portfolio Management, Client Relations, Market Research, investment strategies, Financial Modeling

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Insurance Consultant • Surat