Financial Advisor – Job Description

Key Responsibilities:
Identify and generate new customer leads through calls, references, and networking.
Understand clients’ financial needs, goals, income, and savings requirements.
Explain suitable insurance and financial planning solutions to customers.
Conduct client meetings, presentations, and regular follow-ups.
Convert leads into customers and achieve assigned sales targets.
Maintain strong relationships with existing and new clients.
Assist customers with policy-related queries and servicing requirements.
Follow up on premium payments and policy renewals.
Generate referrals and develop a robust customer network.
Maintain proper documentation and follow company policies and compliance guidelines.

Key Skills:
Good communication and interpersonal skills
Sales and negotiation skills
Customer relationship management
Lead generation and follow-up
Basic knowledge of insurance and financial planning
Target-oriented and self-motivated approach

Pay: Up to ₹240,000.00 per year

Perks:
Versatile schedule
Work from home

Work Location: In person

📌 Financial Advisor Kolkata (India)
🏢 PNB Metlife
📍 India