Insurance Agent

 About the company

The Financialist is a digital family office that manages the personal finances of individuals and their family members comprehensively. The Financialist is reimagining how individuals manage their finances viz. insurance, investments, taxes, et al.

What is the company solving?

·      Today, an individual faces the problem of managing her/his finances optimally. An individual today has two options, either to be highly educated about personal finances and opt for the DIY mode or approach distributors who are there to make a product sale and not advise an individual holistically.

·      As much as every piece about personal finance is interrelated, the current solutions are pretty ad-hoc and don’t do the job optimally for the individual.

·      At The Financialist, we are solving this problem statement for Indians and are a one-stop solution to manage their finances holistically in the most unbiased manner.

About the Role – Insurance Advisor

What are we looking for?

The Financialist is seeking an individual who swears by “Stay Hungry Stay Foolish” and comes up with innovative solutions. You'll be part of the founding team and work with other founding team members on building the company.

Job description

We are looking for a result-driven insurance advisor to be responsible for providing financial advice to clients on life insurance protection, health, and general insurance. The insurance advisor will generate leads, meet with clients, complete a financial needs analysis, and present them with customized financial proposals. You should thereafter discuss and market insurance options that suit their needs.

To be successful as an insurance advisor, you should stay up to date with the latest products and benefits and inform clients of these offerings. Ultimately, a top-notch Insurance Advisor should offer specialized guidance and advice on areas of concern and empower people to live better lives.

Insurance Advisor Responsibilities:

• ·      Meeting with clients.
• ·      Offering specialized financial guidance and advice.
• ·      Completing financial needs analyses.
• ·      Creating and explaining customized plans.
• ·      Utilizing knowledge of tax investment strategies.
• ·      Explain the products in life, health, motor, travel, and other retail insurance offerings.
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Insurance Advisor Requirements:

• ·      Bachelor’s degree in finance or similar.
• ·      Strong number-crunching skills to decomplex financial products.
• ·      Strong verbal and written communication skills.
• ·      A professional appearance.
• ·      On-going training in the latest products and benefits.
• ·      Attendance at product launches and seminars.
• ·      Working Knowledge in MS Office (Excel & PPT).