Insurance Advisor

Saksham Universal; Vasai; On-site; INR 400,000 - 800,000; Full time

Job summary

Next-Gen Wealth Solutions & IMF Private Solutions is seeking a Wealth Solutions Advisor in Vasai, Maharashtra. The role blends calling and field sales, client relationship management, and advisory-driven selling to acquire new clients and drive revenue growth.

You will manage existing portfolios, identify cross-selling opportunities, and maintain professional client experiences, while meeting monthly and quarterly targets.

Qualifications

• Strong communication, presentation, and interpersonal skills.
• Client-focused mindset with the ability to build long-term relationships.
• Goal-oriented and self-motivated with a strong drive to achieve targets.
• Interest in financial planning, investments, and wealth management.
• Prior experience in financial services or sales is an advantage, but freshers with the right attitude are welcome

Responsibilities

• Drive business growth by sourcing new leads through outbound calls, field activities, referrals, and structured prospecting methods.
• Market and sell insurance, mutual fund, and health solutions in line with organizational guidelines and client requirements.
• Manage existing client portfolios through regular follow-ups, renewals, and identification of cross‑selling and upselling opportunities.
• Establish and maintain long-term client relationships by assessing financial objectives and delivering appropriate wealth solutions.
• Achieve assigned monthly and quarterly revenue targets in alignment with company sales objectives.
• Maintain accurate and timely documentation of client interactions, sales activities, and performance metrics.
• Ensure consistent delivery of a professional customer experience, fostering trust, retention, and long-term client value

Skills

Strong communication

Client-focused mindset

Goal-oriented

Interest in financial planning

Freshers welcome with attitude

Job description

Company Name: Next-Gen Wealth Solutions & IMF Private Solutions

Experience Required: 2 to 8 Years

Compensation: Fixed Salary + Attractive Performance-Based Incentives

About the Company

Next-Gen Wealth Solutions & IMF Private Solutions is a growing financial services firm committed to helping individuals and families achieve long-term financial security. We specialize in delivering tailored financial plans aligned with each client’s goals and risk profile.

Role Overview

As a Wealth Solutions Advisor, you will play a key role in driving business growth while acting as a trusted financial partner to clients. This role combines calling and field sales, client relationship management, and advisory-driven selling. You will be responsible for acquiring new clients, nurturing existing relationships, and contributing directly to the company’s revenue growth.

Key Responsibilities

Drive business growth by sourcing new leads through outbound calls, field activities, referrals, and structured prospecting methods.

Market and sell insurance, mutual fund, and health solutions in line with organizational guidelines and client requirements.

Manage existing client portfolios through regular follow-ups, renewals, and identification of cross‑selling and upselling opportunities.

Establish and maintain long-term client relationships by assessing financial objectives and delivering appropriate wealth solutions.

Achieve assigned monthly and quarterly revenue targets in alignment with company sales objectives.

Maintain accurate and timely documentation of client interactions, sales activities, and performance metrics.

Ensure consistent delivery of a professional customer experience, fostering trust, retention, and long-term client value.

Desired Skills & Competencies

Strong communication, presentation, and interpersonal skills.

Client-focused mindset with the ability to build long-term relationships.

Goal-oriented and self-motivated with a strong drive to achieve targets.

Interest in financial planning, investments, and wealth management.

• Prior experience in financial services or sales is an advantage, but freshers with the right attitude are welcome