Finance Recruitment Service

Recruitment: Hiring of financial consultant from the segment of well qualify socially active homemakers, retired from army. navy, charted accounted, company secretary, doctors, lawyers, retired banker from gov, & private sector, self employed business man.

Development: To arrange training session son insurance products, selling skills workshop for financial consultants& agency manager so that they can confidently able to approach the potential customers with product knowledge and convincing skills.

Branding & promotion: Promotional activity and awareness campaign with team to promote financial knowledge, tax saving & need analysis of individual requirement as per the family need of child plan, marriage plan & retirement plan to secure and support family from financial crises, death of the bread earner the family. 

Retention: Reward & recognition, international trips, contests to achive trophy, medals, certificate of recognition from the head of agency. pot lunch, events on women day, x-mas, diwali, new year celebration in the branch to keep team intact and long association at office level.field business support to each team member to close the business& trained them on selling skill workshops.

Financial consultant job description

Freelance financial consultant sitting inside the conference room having a meeting with her clients also known as financial advisors, financial consultants provide advice to clients on taxes, retirement planning, investments, and insurance decisions to help clients achieve their financial objectives. financial consultants are either self-employed or work for financial institutions or consulting firms.

How to be a certified financial advisor in life insurance sector.

We are looking to hire a  financial consultant to provide financial guidance to clients in order to help them accomplish their financial goals. the financial consultant's responsibilities include assessing clients’ financial situations, explaining the pros and cons of various investment strategies, answering all finance-related questions, and addressing clients’ concerns. you should also be able to maintain solid relationships with clients.

To be successful as a financial consultant, you should keep abreast of economic events and legislative changes that could impact clients’ finances. ultimately, an exceptional financial consultant should be able to demonstrate strong analytical skills and an in-depth understanding of financial markets.

Financial consultant responsibilities:

• Developing financial plans to help clients achieve their long-term and short-term financial goals.
• Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.
• Assessing how certain life changes and financial status changes affect clients’ financial plans and adjusting such plans accordingly.
• Traveling to clients’ homes and places of business to consult with them.
• Monitoring financial markets and economic conditions.
• Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.
• Communicating with accountants, real estate agents, attorneys, and other professionals to verify the information.
• Researching suitable investment opportunities for clients.

Financial consultant requirements:

• Bachelor's degree in any field
• Proven experience in financial consulting.
• Excellent problem-solving skills.
• Effective communication skills.
• Exceptional customer service skills.
• Strong interpersonal skills

Documents needed  to process  life insurance registration for freelance profile of   " financial consultant"

• Pan card
• Addhar card - both side
• Cancelled cheque
• Email id
• Mobile no 
• Nominee name 
• Date of birth of nominee 
• Graduation certificate