Insurance Manager

Company Description

Financial Friend simplifies financial decisions for individuals, families, NRIs, and business owners. Our experienced advisors provide support at every stage of the financial journey, whether you are starting to save, planning for retirement, or growing your wealth. Key services include Comprehensive Financial Planning, Tax Advisory & ITR Filing, Retirement & Pension Planning, Investment Portfolio Management, NRI Financial Services, Debt Management & Loan Planning, Insurance Planning, and Trust & Estate Planning. We tailor plans to unique goals, ensuring informed decisions and confident financial futures.

Role Description

This is a full-time, on-site role based in Jaipur for an Insurance Manager. The Insurance Manager will oversee insurance planning and consulting, providing expert financial advice to clients. Day-to-day tasks include evaluating insurance needs, managing client portfolios, ensuring excellent customer service, and maintaining clear communication with clients. The role also involves collaborating with other financial advisors to deliver comprehensive solutions.

Qualifications

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• Experience in Insurance and Finance
• Consulting skills
• Strong skills in Customer Service and Communication
• Excellent analytical and problem-solving abilities
• Bachelor's degree in Finance, Business Administration, or related field
• Professional certifications in financial planning or insurance (e.g., CFP, CLU) are a plus
• Ability to work independently and as part of a team