Financial Planning Consultant

🔹 Key Responsibilities – Direct Channel (Life Insurance):

• Meet potential customers directly and pitch life insurance products

• Understand client needs and suggest suitable plans (Term, ULIP, etc.)

• Generate leads through cold calling, field visits, and referrals

• Follow up with prospects and close sales

• Achieve monthly and quarterly business targets

• Maintain good customer relationships and provide post-sale service

• Ensure compliance with company and regulatory guidelines

• It is a Full Time Field Sales job for candidates with 1 - 5 years of experience.

More about this Financial Planning Consultant job

1. What is the eligibility criteria to apply for this Financial Planning Consultant job?
   Ans: The candidate should be Graduate and above and above with 1 - 5 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹21500 - ₹37000 per month that depends on your interview. It's a Full Time job in Gurgaon.
3. How many working days are there for this Financial Planning Consultant job?
   Ans: This Financial Planning Consultant job will have 6 working days.
4. Are there any charges applicable while applying or joining this Financial Planning Consultant job?
   Ans: No, there is no fee applicable for applying this Financial Planning Consultant job and during the employment with the company, i.e., SFORCE SERVICES.
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 Planning Consultant role?
   Ans: There is an immediate opening of 8 Financial Planning Consultant at SFORCE SERVICES
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Field Sales job.
8. What are the timings of this Financial Planning Consultant job?
   Ans: This Financial Planning Consultant job has 09:30 AM - 06:30 PM timing.