Financial Advisor Team Leader

I manage a growing life-insurance branch in Kasba, Kolkata, and I’m ready to bring on a Financial Advisor who can also guide a small sales force. You will handle the entire advisory cycle—prospecting, needs analysis, policy design, closing, and after-sale service—while mentoring a handful of junior advisors toward their monthly targets. Success in this seat usually comes from three main focus areas: building and nurturing client relationships, shaping solid financial plans that translate into appropriate life-insurance solutions, and coaching teammates so the whole unit delivers consistent, compliant results. If you have leadership experience, a recognised financial-advisory certification, or a strong sales and marketing track record in the life-insurance or wider financial-services arena, you’ll hit the ground running here. Day-to-day you’ll set activity goals, accompany advisors on key calls, keep our CRM updated, and report performance directly to me. Expect clear targets, steady back-office support, and the freedom to design your own market-development strategies so long as they stay within IRDAI guidelines. Deliverables that will signal success: • A monthly pipeline report showing new client acquisitions, policy conversions, and retention metrics • A documented training plan for your team, updated each quarter • Consistent achievement of mutually agreed sales milestones If this mix of hands-on advising and leadership responsibilities matches your ambition, let’s talk next steps.

ID do Projeto: 40146937