Interview For Finance Advisor || B.A - Freshers

Job SummaryDIGIT INSURANCE is looking for a motivated and customer-focused Financial Advisor to help clients understand their financial protection needs and recommend suitable insurance solutions. The ideal candidate will build long-term customer relationships, provide professional financial guidance, and contribute to the company's business growth through ethical sales practices.Key Responsibilitiestify and approach potential customers through referrals, networking, and lead generation.ss clients' financial goals, income, and insurance requirements.mmend appropriate life, health, motor, travel, and other insurance products.ain policy features, benefits, exclusions, and premium options clearly.st customers with policy issuance, renewals, endorsements, and claims guidance.d and maintain long-term relationships with existing clients.eve monthly and annual sales targets.tain accurate customer records and ensure compliance with company policies and regulatory guidelines. updated on new insurance products and market trends.Required Qualificationselor's degree in any discipline .hers with strong communication and sales aptitude are preferred.(prior experience is required to join only as a team lead directly)Required Skillsng communication and interpersonal skills.omer relationship management.s and negotiation skills.ncial planning and advisory abilities.lem-solving and analytical thinking.c computer proficiency (MS Office and CRM systems). management and organizational skills. ethical standards and professionalism.erred Attributes-motivated and target-oriented.ity to work independently and as part of a team.tive attitude with a customer-first approach.ingness to travel locally for client meetings.ensation & Benefitsetitive salary with attractive performance incentives.th insurance and employee benefits.essional training and career development opportunities.ormance recognition and growth opportunities.e and other company benefits as per policy.Work LocationAs assigned by DIGIT INSURANCE.PARK STREET,KOLKATA.Employment TypeFull-time/Part-timeReporting ToBranch Manager / Sales ManagerEqual Opportunity Statement:DIGIT INSURANCE is committed to providing equal employment opportunities to all qualified candidates and fostering a diverse and inclusive workplace.ExperienceFresherNo. of Openings11EducationGraduate (B.A, B.B.A, B.Sc, Certificate/Diploma/Others)RoleFinance AdvisorIndustry TypeInsurance / ClaimsGender[ Male / Female ]Job CountryIndiaType of JobFull TimeWork Location TypeWork from OfficeFace Interview LocationApeejay House, 15 park street 700016.3rd floor, Block C.