*Client Needs Assessment:*Conduct comprehensive evaluations of clients' financial situations, including income, assets, expenses, and liabilities, to understand their goals and risk tolerance. *Financial Planning*:Develop and implement personalized financial plans that incorporate insurance, investments, and savings to meet clients' short-term and long-term goals. *Product Recommendation*:Advise clients on appropriate insurance policies, investment products, and other financial services that align with their objectives and risk profile. *Client Relationship Management*:Build and maintain strong relationships with clients by addressing their inquiries, handling objections, and providing ongoing support. *Sales & Business Development*:Proactively identify and pursue potential clients to grow and expand the client base, often by meeting or exceeding sales goals. Compliance & Reporting:Adhere to industry regulations, company policies, and compliance standards, such as anti-money laundering (AML) and know your customer (KYC) requirements. Essential Skills*Financial Knowledge*:In-depth understanding of financial markets, insurance products, investments, and economic principles. *Analytical Skills*:Ability to analyze financial data, interpret complex information, and develop strategic solutions. *Communication Skills*:Strong verbal and written communication skills to effectively present complex financial information and build rapport with clients. *Sales & Negotiation*:Proven ability to meet sales targets and negotiate financial transactions to achieve client outcomes. *Regulatory Awareness*:Knowledge of and adherence to all relevant industry regulations and compliance guidelines. Qualifications*Licensure*:Hold the required licenses and certifications for the relevant financial or insurance categories, such as a life or general insurance license. *Education*:A bachelor's degree in finance, economics, or a related field is often preferred, although specific requirements vary by company. *Experience*:Prior experience in the financial services or insurance industry can or fresher can also apply
Other Details
- It is a Part Time Telesales / Telemarketing job for candidates with 6 months - 3 years of experience.
More about this Financial Service Sales Associate job
What is the eligibility criteria to apply for this Financial Service Sales Associate job?
Ans: The candidate should be All Education levels and above with 6 months - 3 years of experience of experience
How much salary can I expect for this job role?
Ans: You can expect a salary of ₹10000 - ₹55000 per month + Incentives that depends on your interview. It's a Part Time job in Delhi.
How many working days are there for this Financial Service Sales Associate job?
Ans: This Financial Service Sales Associate job will have 5 working days.
Is it a work from home job?
Ans: No, it’s not a work from home job and can't be done online.
How many openings are there for this Financial Service Sales Associate role?
Ans: There is an immediate opening of 30 Financial Service Sales Associate at Aditya Birla Sun Life Insurance Company Limited
Who can apply for this job?
Ans: Both Male and Female candidates can apply for this Telesales / Telemarketing job.
What are the timings of this Financial Service Sales Associate job?
Ans: This Financial Service Sales Associate job has Day Shift.
Candidates can call HR for more info.
A Naukri Group company
LoginHire Local Staff
10,000 - 55,000 /month*
Aditya Birla Sun Life Insurance Company Limited
Netaji Subhash Place, Delhi
₹30,000 incentives included
6 - 36 months Experience in Telesales / Telemarketing
Part Time
