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Financial Advisor

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Onsite

Financial Advisor

India First Life

Financial Advisor

12 days ago

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Important information


Contract type:

Permanent, Freelance / Contract, Part time

Location:

West Bengal, India

Work mode:

Onsite

Published on:

11 October 2026

What they need


Help clients choose the right life insurance policy to protect their family's future. *Key Duties:* - Identify new clients and fix meetings - Analyze client needs - income, age, family, loans - Suggest suitable plans - Term, Endowment, ULIP, Child, Retirement - Explain benefits, premium, and terms clearly - Complete KYC, forms, and medicals - Ensure policy issuance and timely renewals - Assist family during claims - Build long-term relationships for referrals

Pay: ₹12,500.00 - ₹25,000.00 per month

Benefits:

  • Flexible schedule

Work Location: In person

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