Associate Consultant - Insurance

What role you will play in team: You will work closely with clients to understand their needs, advise on insurance solutions, and support their financial planning.

What you will do: This involves client meetings, needs analysis, product recommendations, and ongoing relationship management.

Key responsibility:

• Build and maintain strong client relationships.
• Conduct thorough needs analyses to understand client requirements.
• Recommend appropriate insurance solutions tailored to client needs.
• Prepare presentations and proposals for clients.
• Provide ongoing support and guidance to clients.
• Maintain accurate client records and documentation.

Required Qualification and Skills:

• Bachelor's degree in finance, insurance, or a related field.
• 1-2 years of experience in financial advisory or a related field.
• Strong communication, interpersonal, and presentation skills.
• Excellent understanding of insurance products and regulations.
• Proven ability to build rapport and maintain long-term client relationships.
• Proficiency in Microsoft Office Suite.

Benefits Included:

• Competitive salary and benefits package.
• Comprehensive training and development opportunities.
• Opportunities for career advancement within a growing firm.
• Health insurance, paid time off, and other employee benefits.

A Day in the Life: Your daily tasks range from client meetings and relationship management to needs analysis, solution recommendations, and documentation.