? Hiring: Financial Advisor –

Job Title: Financial Advisor / Insurance Sales Executive

Work Mode: Remote / Work From Home

Job Type: Full time

Job SummaryWe are looking for a motivated Financial Advisor to connect with potential customers, understand their financial goals, and recommend suitable insurance policies and financial protection plans. The ideal candidate should have strong communication and sales skills, a customer-centric approach, and the ability to achieve sales targets while building long-term client relationships.

- Key ResponsibilitiesIdentify and connect with potential clients to generate insurance sales opportunities.
- Understand customer needs and recommend suitable insurance policies, life insurance plans, and financial protection solutions.
- Prepare and present customized financial plans, insurance quotations, and policy proposals.
- Explain policy features, benefits, premiums, coverage, and terms to prospective customers.
- Convert leads into sales and achieve monthly revenue targets and business objectives.
- Build and maintain long-term customer relationships through regular follow-ups and after-sales support.
- Assist customers with policy renewals, amendments, claims processing, and documentation.




- Maintain accurate customer records and ensure a smooth customer experience throughout the sales cycle.
- Required SkillsExcellent communication, convincing, negotiation, and interpersonal skills.
- Strong sales, lead generation, and customer relationship management abilities.
- Ability to understand customer requirements and recommend appropriate insurance solutions.
- Target-oriented mindset with a passion for sales and business development.
- Basic knowledge of insurance products, financial planning, and policy servicing is an advantage.
- Who Can Apply?Candidates with experience in insurance sales, financial advisory, banking sales, telesales, or relationship management.
- Freshers with strong communication and sales aptitude may also apply, depending on the employer's requirements.
- Candidates comfortable with customer calls, virtual consultations, and target-based sales.

? Apply NowInterested candidates can apply with their updated resume.

Keywords: Financial Advisor | Insurance Sales | Work From Home | Remote Jobs | Life Insurance | Financial Planning | Insurance Consultant | Sales Executive | Lead Generation | Client Relationship Management | Policy Sales | Customer Acquisition | Revenue Targets | Banking Sales | Telesales | Business Development

📌 Financial Advisor (India)
🏢 Purnaa Praggna Fintech Services
📍 India