Financial planner life insurance

JD for Financial Advisor

Position: Financial Advisor

Location: Delhi

Company Website: https://wealthmantra.com.au/

Role Specific Responsibilities:

Main Responsibilities

• Set up client files and add client data to the financial planning software.

• Prepare forms, documents, and templates.

• Type up client questionnaires & portfolio reports.

• Download and collate documents and other research.

• Update and maintain client database.

• Managing database in CRM system.

• Client-facing tasks that require providing quality service to our clients through direct

meetings. via zoom, online messages, or phone conversations.

• Responding to client queries in a timely and professional manner.

Additional Tasks

• Prepare product comparison reports.

• This requires emails, phoning insurance, and investment. companies and get specific client

portfolio information.

• Prepare insurance premium estimates and quotes using specific software.

• Prepare application forms, reports & mind map presentations. Submit application forms and

follow-up applications, insurance underwriting, medicals, etc.

• Phoning clients & establishing good work relationships.

• Basic marketing activities (i.e., sending email newsletters, arranging client events).

• It is a Full Time Back Office / Data Entry job for candidates with 6 months - 5 years of experience.

More about this Financial planner life insurance job

1. What is the eligibility criteria to apply for this Financial planner life insurance job?
   Ans: The candidate should be All Education levels and above with 6 months - 5 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹30000 - ₹40000 per month that depends on your interview. It's a Full Time job in Delhi.
3. How many working days are there for this Financial planner life insurance job?
   Ans: This Financial planner life insurance job will have 6 working days.
4. Are there any charges applicable while applying or joining this Financial planner life insurance job?
   Ans: No, there is no fee applicable for applying this Financial planner life insurance job and during the employment with the company, i.e., RED EARTH MIGRATION PRIVATE LIMITED.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Financial planner life insurance role?
   Ans: There is an immediate opening of 2 Financial planner life insurance at RED EARTH MIGRATION PRIVATE LIMITED
7. Who can apply for this job?
   Ans: Only Female candidates can apply for this Back Office / Data Entry job.
8. What are the timings of this Financial planner life insurance job?
   Ans: This Financial planner life insurance job has 07:00 AM - 03:00 AM timing.