BTW Financial Services & Imf Pvt. Ltd.
Location
Mumbai | India
Job description
Company Overview:
BTW Financial Services & Imf Pvt. Ltd. is a leading player in the insurance industry providing a range of comprehensive insurance solutions to individuals and businesses across India.
Role and Responsibilities:
As an Insurance Advisor at BTW Financial Services & Imf Pvt. Ltd. you will be responsible for:
- Providing expert guidance on various insurance products such as life home auto business or health insurance
- Working closely with clients to assess and determine appropriate coverage levels and options
- Evaluating new insurance products offered by carriers to match them with client needs
- Selling insurance policies and ensuring clients are adequately covered
- Reviewing and updating current coverage as necessary
- Conducting regular meetings with clients to address their insurance needs and queries
- Collaborating with insurance agents or brokers to tailor comprehensive insurance packages
- Advising on suitable coverage limits based on risk analysis
Candidate Qualifications:
The ideal candidate should possess:
- Bachelor s degree in finance or similar
- Stateissued insurance license
- CFP certification preferred
- Strong communication skills
- Professional appearance
Required Skills:
- Financial Analysis
- Risk Assessment
- Client Consultation
written communication,state regulations compliance,verbal communication,risk analysis,insurance packages,client management,insurance advisor,client consultation,insurance policies,salary negotiation,insurance products,coverage review,sales
Job tags
Salary
