Wealth Planner – Powered by the Fisco Method

Location: Kochi / Ernakulam, Kerala

Employment Type: Full time

Experience: 1–3 years in Sales / Financial Services

Age Preference: 30–40 years

Starting Fixed Salary: ₹20,000 per month + Performance Incentives

Industry: Wealth Management / Financial Services

About the OpportunityAre you a sales professional who wants to build a long-term career in Wealth Management rather than simply sell financial products?

We are looking for an ambitious Sales Executive → Wealth Planner who can work with business owners, HNIs, professionals and families to understand their financial priorities and recommend appropriate wealth solutions.

You will be trained in the Fisco Method, a structured approach that puts diagnosis and financial planning before product recommendation.

The best part? You don't have to start completely from scratch.

You will receive support through:

- Qualified leads generated through our ecosystem
- Pre-arranged customer appointments
- Fisco Pro qualification and financial-planning reports
- Sales training and proven conversation scripts
- Product and solution training
- Existing-client referral opportunities
- Technology-enabled prospect diagnosis and follow-up

Your job is to meet, diagnose, plan, recommend and build relationships.

What You Will DoAs a Wealth Planner, you will:

- Meet prospective clients and understand their financial situation, goals and priorities.
- Conduct structured financial-diagnosis conversations using the Fisco Method.
- Use Fisco Pro to qualify prospects and generate financial-planning insights.
- Understand client needs before discussing financial products.
- Present suitable solutions across:

- Financial Planning
- Life Insurance
- Mutual Funds
- Develop long-term relationships with clients.
- Follow up systematically with prospects and existing clients.
- Generate referrals and develop your own client network.
- Meet business owners, HNIs and professionals.
- Maintain your sales pipeline and achieve agreed business targets.
- Build your professional presence through networking and digital channels.
- Eventually develop and mentor a team of Wealth Planners.

Who We Are Looking ForWe are looking for someone who has:

- 1–3 years of sales experience.
- Experience in financial services will be an advantage.




- Strong communication and interpersonal skills.
- Confidence in meeting customers face-to-face.
- A consultative rather than purely transactional sales approach.
- Existing client or professional networking ability.
- Strong sales orientation and follow-up discipline.
- Entrepreneurial mindset.
- Willingness to meet business owners, HNIs and affluent customers.
- Interest in financial planning and wealth management.
- Basic digital and social-media skills.
- Willingness to learn and use technology such as Fisco Pro.
- Ambition to eventually build and lead a team.

What Makes This Opportunity Different?You Don't Have to Chase Every Lead Yourself.Our model combines technology + qualified prospects + appointments + training + structured diagnosis.

Instead of simply asking you to sell a financial product, we help you follow a structured process:

QUALIFY → DIAGNOSE → PLAN → RECOMMEND → CLOSE → REVIEW → REFER

The Fisco Method is designed around the principle:

Diagnosis before Product.You will learn how to have meaningful financial conversations and gradually develop into a professional Wealth Planner.

What We Provide1. Qualified LeadsProspects generated through our Fisco ecosystem and other lead-generation activities.

2. AppointmentsWhere available, qualified prospects and appointments will be provided to help you focus on conversion and relationship building.

3. Fisco ProA technology platform to help qualify prospects, conduct structured financial diagnosis and generate planning reports.

4. TrainingYou will receive structured training covering:

- Financial planning fundamentals
- Life insurance
- Mutual funds
- Client diagnosis
- Consultative selling
- Objection handling
- Closing
- Follow-up
- Referral generation
- Digital prospecting

5. Sales Tools & ScriptsYou will receive structured conversation frameworks, scripts and tools to make client meetings easier and more professional.

6.



Existing Client & Referral OpportunitiesAs you demonstrate performance and professionalism, opportunities may arise to work with existing relationships and referral networks.

CompensationInitial Fixed Salary: ₹20,000 per month

The fixed salary is designed to support you during your initial learning and development phase.

In addition, you will have performance-based incentives/commissions linked to business generated.

The objective is to gradually transition from a salary-dependent role toward a high-performance Wealth Planner career with substantially higher earning potential.

PF/ESI: Not applicable/provided under this role structure.

Career GrowthThis is designed as a career path, not just another sales position.

Sales Associate

↓

Wealth Planner

↓

Senior Wealth Planner

↓

Team Leader

↓

Wealth Manager

High performers who demonstrate leadership capability may also get opportunities to build and mentor their own team of Wealth Planners.

- Your First 90 DaysFirst 30 Days – LearnFinancial planning fundamentals
- Product knowledge
- Fisco Method
- Fisco Pro
- Sales scripts
- Client meeting process
- Prospect qualification
- Days 31–60 – ApplyAttend qualified appointments
- Conduct diagnosis meetings
- Prepare recommendations
- Follow up with prospects
- Start generating referrals
- Days 61–90 – PerformBuild your own pipeline
- Improve conversion
- Develop client relationships
- Generate referrals
- Establish yourself as a Wealth Planner

Who Will Succeed Here?This opportunity is particularly suitable for someone who thinks:

"I don't want to remain just a salesperson. I want to build a career in wealth management."

If you are confident, ambitious, relationship-oriented and willing to learn, this can become a platform to build your own professional client base and eventually lead a team.

Ideal CandidateAge: 30–40

Experience: 1–3 years

Location: Kochi / Ernakulam

Background: Sales / Financial Services preferred

Education: Graduate preferred

Communication: Strong Malayalam + English communication preferred

Apply If You Are Ready To Meet people.Understand their goals.Diagnose their financial needs.Build trust.Create solutions.Build relationships.Build a career.

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