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Personal Financial Advisor

2.00 to 6.00 Years   Madurai,Other Tamil Nadu   14 Nov, 2024
Job LocationMadurai,Other Tamil Nadu
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaNot Mentioned
EmploymentTypeFull-time

Job Description

    Company DescriptionEdelweiss Life Insurance (formerly Edelweiss Tokio Life Insurance) has been operating since July 2011 with a strong focus on protecting peoples dreams and aspirations. The company brings innovation, simplicity, and a customer-centric approach to life insurance, offering need-based solutions to help customers live their #zindagiunlimited. Operating as a multi-channel distribution business, Edelweiss Life Insurance aims to effectively serve customers nationwide.Role DescriptionThis is a full-time hybrid role for a Personal Financial Advisor at Edelweiss Life Insurance in Madurai, with flexibility for remote work. The Personal Financial Advisor will be responsible for financial planning, personal finance advice, retirement planning, and offering financial services to customers.Qualifications Financial Planning, Personal Finance, and Retirement Planning skills Expertise in Finance and Financial Services Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work independently and collaboratively Degree in Finance, Economics, Business, or related field Relevant certifications such as CFP or ChFC are a plus,

Keyskills :
Financial PlanningRetirement PlanningFinanceFinancial ServicesAnalytical SkillsCommunication SkillsInterpersonal SkillsPersonal Finance

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