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| Job Location | Mumbai, Mumbai City, Navi Mumbai, Thane |
| Education | Not Mentioned |
| Salary | Undefined |
| Industry | • Automotive, Ancillaries •Banking, Financial Services |
| Functional Area | • Marketing & Communications • Sales/ Business Development |
| EmploymentType | Full-time |
Personal Financial Advisor typically do the followingCall potential clients to expand their customer baseInterview prospective clients to get data about their financial resources and discuss existing coverageExplain the features of various policiesAnalyze clients8217 current insurance policies and suggest additions or changesCustomize insurance programs to suit individual clientsHandle policy renewalsMaintain electronic and paper recordsHelp policyholders settle claimsPersonal Financial Advisor specialize in selling policies that pay beneficiaries when a policyholder dies Life insurance associates also sell annuities that promise a retirement incomeHealth and longterm care insurance associates sell policies that cover the costs of medical care and assistedliving services in old age They also may sell travel insurance and shortterm and longterm disability insurance
Keyskills :
Agents Brokers Mutual Fund Sales Mutual Fund Advisor Stock Broker Chartered Accountant Tax Consultant Financial Advisors Accountant Teacher Tutor Trainer Principal Lecturer Professor Instructor Faculty Doctor Medical Of
About us
Incorporated in 2010 GLOBAL ASSOCIA has a dedicated teams of recruitment experts in each vertical such as information technology accounting finance sales and marketing