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Company Description Secured Accounts began in 2012 as a small accounting firm focused on reliable, accurate bookkeeping, accounting, and taxation services for individuals and businesses. Built on trust, integrity, and dedication, the firm evolved as clients increasingly sought broader financial advice on investments, wealth management, and risk mitigation. Today, Secured Accounts offers a full spectrum of financial services, including equity, mutual funds, portfolio management, insurance, forex, commodities, and alternative investment funds. The firm emphasizes tailored, client-centric solutions that address both immediate needs and long-term financial goals. Secured Accounts positions itself as a trusted financial partner, committed to supporting each client’s financial success through personalized guidance.
Role Description This is a full-time, hybrid Insurance Advisor role based in the Greater Kolkata Area, with some flexibility for work from home. The Insurance Advisor will assess clients’ financial goals and risk profiles, recommend suitable insurance products, and support clients in building comprehensive protection plans. Daily responsibilities include meeting with clients, explaining policy features, comparing coverage options, preparing proposals, and assisting with applications and documentation. The role also involves ongoing policy review, renewal support, and coordination with internal finance and consulting teams to ensure integrated financial solutions. The Insurance Advisor is expected to maintain accurate records, follow regulatory and compliance guidelines, and deliver responsive, high-quality customer service.
Qualifications
- Candidates should possess strong Insurance knowledge and experience in advising on life, health, and general insurance products.
- Candidates should possess Finance skills, including understanding of investments, risk management, and personal or business financial planning.
- Candidates should possess Consulting abilities to analyze client needs, provide tailored recommendations, and build long-term advisory relationships.
- Candidates should possess Customer Service skills to handle inquiries, resolve issues, and ensure a positive client experience.
- Candidates should possess Communication skills, including clear verbal and written communication, active listening, and the ability to explain complex concepts simply.
- Relevant qualifications such as a degree in Finance, Commerce, Business, or a related field, and applicable insurance certifications or licenses are preferred.
- Strong analytical skills, attention to detail, and familiarity with basic office and CRM software are beneficial.
- Ability to work in a hybrid setup in the Greater Kolkata Area, manage time effectively, and meet targets while adhering to ethical and regulatory standards.
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