Investment Freelancer

About the Role

We are looking for motivated and well-connected Freelance Sales Partners to generate business opportunities across Insurance, Investments, Mutual Funds, Demat Accounts, and Stock Market-related products and services.

This flexible, performance-based opportunity is suitable for freelancers, working professionals, financial consultants, insurance advisors, ex-bankers, and individuals with strong networking and sales skills.

Key Responsibilities

• Generate leads and identify potential customers for financial products and services.

• Understand customers' basic financial requirements and coordinate with the company team for suitable solutions.

• Source business through personal networks, references, digital channels, and professional contacts.

• Coordinate with customers for KYC and required documentation.

• Follow up with customers until successful completion or activation.

• Build long-term relationships to generate repeat business and referrals.

• Maintain ethical and professional communication with customers.

• Follow applicable company policies and regulatory guidelines.

Product Portfolio

• Life Insurance

• Health Insurance

• General Insurance

• Mutual Funds & SIPs

• Fixed-Income Investment Products

• Demat & Trading Accounts

• Stock Market Investment Services

• Other approved financial and investment products

Eligibility

• Freshers and experienced professionals may apply.

• Freelancers, insurance advisors, ex-bankers, financial consultants, accountants, real estate professionals, and existing sales professionals are welcome.

• Good communication, networking, and relationship-building skills.

• Interest or experience in financial products will be an advantage.

• Self-motivated and result-oriented.

Work Model

• Flexible working hours

• No regular office attendance required

• Work from anywhere

• Part-time or full-time freelancing opportunity

• Performance-based earning model

Compensation

• No Fixed Salary

• Attractive incentive/commission on successfully completed eligible business.

• Unlimited earning potential based on business generated.

• Incentives and payouts will be subject to the company's applicable payout policy and relevant regulatory requirements.

What We Offer

• Multiple financial products under one platform.

• Product and process training.

• Dedicated support for customer onboarding and business processing.

• Transparent incentive structure.

• Opportunity to develop a long-term financial services business.

• Career growth based on performance.

Join RichAura Fintech Private Limited as a Freelance Sales Partner and turn your professional network into a rewarding business opportunity. Its completely Commission based job.

• It is a Both Sales / Business Development job for candidates with 0 - 6+ years Experience.