Financial Consultant

BJNM · recruiting for a confidential client

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Listing updated

Pay
₹40,000–80,000 a month
Location
Kollam, Kerala
Work mode
Hybrid
Job type
Contract
Experience
2–5 yrs
Category
Finance

In hand: about ₹36,000–72,100 a month after PF and income tax (estimate). How it's worked out

We are seeking a knowledgeable Financial Consultant in Kollam. The ideal candidate will provide expert insurance guidance to clients and help them navigate their policies.

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About the role

As a Financial Consultant, you will be responsible for advising clients on various insurance products, assessing their needs, and recommending suitable solutions. Your role will involve developing strong relationships with clients to ensure their financial security and satisfaction. This position is ideal for someone who is passionate about helping others and has a good understanding of insurance products. You will be part of a dynamic team that values collaboration and professional growth.

What you'll do

  • Assess client needs and provide tailored insurance advice
  • Develop and maintain client relationships
  • Stay updated on industry trends and products
  • Conduct client reviews and follow-ups

What you'll need

  • Bachelor's degree in finance, business, or related field
  • Relevant certifications in insurance or finance
  • Strong communication and interpersonal skills

Skills

Strong analytical skills Excellent communication skills Customer-oriented mindset

Good to have

Knowledge of financial planning tools Experience in sales or marketing

Benefits

  • Flexible working hours
  • Performance-based incentives
  • Opportunities for professional development

Interested in this role?

It takes about two minutes. Free to apply — BJNM never asks candidates for money.

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Questions about this job

What are the main responsibilities of a Financial Consultant?
You will assess client needs, recommend insurance solutions, and build strong client relationships.
What is the work mode for this position?
This is a hybrid role, allowing for both onsite and remote work.
What experience is required for this role?
We are looking for candidates with 2-5 years of experience in insurance or financial consulting.
What is the salary range for this position?
The salary ranges from INR 40,000 to INR 80,000 per month.
How can I apply for this position?
Click "Apply Now" on this page to apply through BJNM. BJNM is recruiting for this role on behalf of a client employer.

Listing last updated

Financial Consultant

₹40,000–80,000 a month

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