Financial Consultant

Job Description: Financial Consultant

Position: Financial Consultant

Department: Sales / Advisory

Location: Lucknow

Employment Type: Full-time

Role Overview

The Financial Consultant is responsible for advising clients on the best insurance products based on their needs, financial goals, and risk profile. The role involves relationship building, needs assessment, policy explanation, and ensuring seamless customer service while meeting sales targets.

Key Responsibilities

1. Client Consultation & Advisory

Understand client needs, financial status, and risk appetite.

Recommend suitable insurance products including life, health, and investment plans.

Explain policy features, benefits, terms, and conditions clearly.

2. Sales & Business Development

Identify business opportunities through leads, referrals, and networking.

Achieve monthly and quarterly sales targets.

Conduct follow-ups with prospects and convert leads into sales.

3. Customer Relationship Management

Build and maintain long-term client relationships.

Provide after-sales support including policy servicing, renewals, and claims guidance.

Maintain client records and track policy performance.

4. Market & Product Knowledge

Stay updated with industry trends and insurance products.

Participate in training sessions, workshops, and team meetings.

Provide feedback to management on customer needs and competitor activities.

Required Skills & Competencies

Strong communication and interpersonal skills.

Ability to explain complex information in simple terms.

Sales-driven mindset with negotiation and objection-handling skills.

Customer-centric approach.

Basic knowledge of financial planning and insurance products.

Qualifications

Bachelor’s degree in Business, Finance, Insurance, or related field (preferred).

Prior experience in insurance, banking, or financial services is an advantage.

Salary & Benefits

Competitive salary + performance-based incentives.

Training and career growth opportunities.

Why Join Us?

Opportunity to build a long-term career in financial advisory.

Supportive team environment.

Attractive incentive structures and rewards for high performers.

• It is a Full Time Sales / Business Development job for candidates with 1 - 3 years of experience.

More about this Financial Consultant job

1. What is the eligibility criteria to apply for this Financial Consultant job?
   Ans: The candidate should be 12th Pass and above and above with 1 - 3 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹10000 - ₹20000 per month + Incentives that depends on your interview. It's a Full Time job in Lucknow.
3. How many working days are there for this Financial Consultant job?
   Ans: This Financial Consultant job will have 6 working days.
4. Are there any charges applicable while applying or joining this Financial Consultant job?
   Ans: No, there is no fee applicable for applying this Financial Consultant job and during the employment with the company, i.e., Royaldreams Business Ventures & Imf 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 Consultant role?
   Ans: There is an immediate opening of 10 Financial Consultant at Royaldreams Business Ventures & Imf Private Limited
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Sales / Business Development job.
8. What are the timings of this Financial Consultant job?
   Ans: This Financial Consultant job has 10:00 AM - 06:30 PM timing.