Research Role - Certified Finance Professional - Insurance Broking Startup

We have a urgent requirement for a Certified Financial Planner with a Startup Insurance Broking firm.

Role details are mentioned below:

Role Purpose:

Research into insurance products and product positioning in client Portfolio

Job Accountability and Responsibilities:

a. Expert knowledge of retail life and general insurance products

b. Product analysis and product comparisons

c. Product placement strategies and product sales scripts

d. Devising product sales strategies with Sales team

e. Production of research reports and case studies for sales teams

f. Production of regular communication medium with clients

g. Devising product selection logics and Product presentation for website

h. Continuous updating on all recent development in insurance products

i. Financial planning inputs for clients and insurance portfolio recommendations

Required Qualifications and Skills:

1. CFP certification with more around 2 - 5 years in financial services

2. Post-Graduation in Finance (Negotiable)

3. Worked with financial product distribution, banks in similar profile