ఇన్సూరెన్స్ అడ్వైజర్

Job Title: Financial Advisor

Company: PNB MetLife India Insurance Co. Ltd.

Job Summary:

Financial Advisors at PNB MetLife are responsible for identifying client needs, offering suitable financial and insurance solutions, and building long-term relationships to help clients protect their financial dreams. The role offers flexibility, entrepreneurial opportunities, and the potential for unlimited earnings through commissions and incentives. Advisors work with a high degree of independence, balancing client engagement with disciplined sales efforts.

Key Responsibilities:

Identifying Prospects: Find individuals or families who could benefit from financial protection plans.

Understanding Client Needs: Engage with clients to evaluate their financial goals and requirements.

Offering Solutions: Recommend appropriate insurance and financial products tailored to clients' unique needs.

Collecting References: Leverage client networks to generate leads and expand business opportunities.

Enhancing Knowledge: Educate clients about the benefits of insurance and financial planning to increase awareness.

Compliance and Ethics: Adhere to high ethical standards and regulatory requirements in all client interactions.

Discipline: Maintain a driven and disciplined approach to achieve sales targets despite flexible work hours.

Financial Planning: Provide personalized financial strategies, including retirement planning and investment options (specific to some locations like Lucknow).

Qualifications and Skills:

Educational Requirements: Minimum qualification of SSC/10th Pass. A Bachelor’s degree in Finance, Accounting, Economics, or a related field may be preferred for certain roles.

Experience: Open to freshers and experienced candidates.

Key Skills:

Entrepreneurial mindset and strong sales aptitude.

Excellent communication and interpersonal skills.

Resilience, perseverance, and determination.

Strong planning and organizational abilities.

High ethical standards and values.

Analytical and problem-solving skills (especially for roles involving financial planning).

Openness to learning and adaptability.

What PNB MetLife Offers:

Flexible Work Timings: Work-from-home or hybrid options available, allowing work-life balance.

Unlimited Earnings: Commission-based income with no upper limit, plus incentives like exotic vacation trips and rewards.

Training and Development: Comprehensive training, including a 3-year Certified Insurance Planner Course from Symbiosis Institute of Management for some roles.

Recognition: Opportunities for global recognition at international conventions.

Career Growth: Pathways to advance to roles like Distribution Manager or Life Insurance Manager.

Support: Seamless onboarding, access to advanced tech support, and a collaborative work environment.

Benefits: Annual bonuses, Provident Fund (PF), Employee State Insurance (ESI), and flexible 5-day work weeks for some positions.

Salary:

Range: ₹20,000–₹45,000 per month (fixed salary of ₹20,000–₹25,000 plus incentives, with earning potential up to ₹45,000 based on performance).

Compensation Structure: Primarily commission-based with additional incentives for high performers. Some roles may offer a stipend based on performance during training.

Job Type:

Full-time, part-time, or work-from-home options available, depending on the location and role.

Locations:

Park Street Kolkata

Eligibility:

Minimum age: 18 years (some roles specify 24–60 years).

Suitable for individuals seeking a primary or secondary income source, including those balancing studies, housework, or retirement planning.

Entrepreneurial spirit, passion for helping others, and ability to build long-term client relationships.

• It is a Part Time అమ్మకాలు / వ్యాపార అభివృద్ధి job for candidates with 0 - 6 months of experience.

ఇన్సూరెన్స్ అడ్వైజర్ job గురించి మరింత

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