Financial Advisor (FA) – Job Description Position: Financial Advisor (FA) Department: Sales & Distribution Industry: Life Insurance / Financial Services Key Responsibilities - Generate new customer leads through calling, references, field visits and networking. - Understand customers’ financial goals and insurance requirements. - Explain suitable life insurance and financial planning solutions to customers. - Conduct customer meetings and provide product presentations. - Prepare quotations/illustrations and assist customers with policy applications. - Coordinate documentation, KYC and proposal submission. - Follow up with prospects and convert leads into business. - Maintain good relationships with existing customers and provide after-sales support. - Follow up for premium payments and policy renewals. - Achieve assigned monthly/quarterly sales targets. - Maintain regular reporting of leads, meetings,



conversions and business. Required Skills - Good communication and interpersonal skills. - Sales and negotiation ability. - Customer relationship management. - Basic knowledge of insurance and financial products. - Ability to work independently and meet targets. - Basic smartphone/computer knowledge. Qualification & Experience - Minimum 12th pass / Graduate preferred. - Freshers and experienced candidates can apply. - Sales, insurance, banking or financial-services experience will be an advantage. Job Nature Full-time | Sales & Customer Relationship | Field + Customer Meetings

Pay: Up to ₹200,000.00 per hour

Benefits:

- Versatile schedule
- Work from home

Work Location: In person

📌 Distribution maneger (Kolkata)
🏢 PNB Metlife
📍 Kolkata