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Financial & Insurance Associate. Salary upto 35K.

Full-time

Gratitude Jobs Ahead HR Inc

Description
  • Assist clients in selecting appropriate insurance policies based on their financial needs.
  • Evaluate clients' financial records and provide insights on insurance options.
  • Maintain detailed records of client interactions and policy changes.
  • Conduct market research to remain informed about new financial and insurance products.
  • Support the team with administrative tasks related to client accounts and policies.

Requirements

  • Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field
  • Experience Level: 1–3 years of experience in financial services or insurance
  • Skills and Competencies: Strong analytical skills and attention to detail
  • Qualities and Traits: Excellent communication and interpersonal skills
  • Responsibilities and Duties: Ability to work under pressure and manage multiple priorities
  • Working Conditions: Office-based role with occasional client visits
Vacancy posted 2 days ago
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