Financial Consultant

 

Financial Consultant

Build your business.
Own your success.

APPLY NOW

Create your own future.

Build a secure future for others and a rewarding career for yourself. Become a financial consultant with us. Enjoy flexible work hours, financial freedom, training, and support. Tap into our innovative technology, expertise and incentives to advance your business and further your dreams.

More freedom. More flexibility. More rewards.

·        

Financial freedom

Earn attractive commissions and enjoy special incentives while you expand your reach and grow your business as per regulatory provisions.

·        

Flexible work hours

Choose where to work, when to work - from your home or office at your pace, on your schedule.

·        

Innovative technology

Our state-of-the-art digital tools help you reach your customers anywhere, manage leads, schedule appointments, sell products, and track your commissions.

·        

Make an impact

A great opportunity to make a difference in the lives of others by helping them choose the right insurance products and plans.

 

More reasons to partner with us.

Training

Our skilled trainers teach you the A-Z of insurance, products, processes and assist you in managing leads till closing the sale.

Professional
Guidance

You are assigned a dedicated Manager from the get-go. You will undergo a well-designed orientation program and relevant training to sell our products and meet your goals.

Service
Support

Our state-of-the-art technology lets you track the policies you sell, your earnings, and helps you deliver a seamless customer experience.

Become a Financial Consultant.
In five easy steps.

List of documents you need to submit for registration and verification:  Age proof  Address proof  Education proof  PAN card  Passport-size color photograph   Aadhaar card  Cancel Cheque CopyStep 2 Submit DocumentsSign up online. Fill the form now. Or visit any HDFC Life branch and fill out an applicationStep 1 Fill an applicationUndergo a training program for a better understanding of Insurance, legal principles, our products, processes, technology and Regulatory aspects. Complete it online as per your convenience.Step 3 Mandatory TrainingThe training program prepares you adequately for the Mandatory Insurance Institute of India (III) exam. Only on passing the exam you will be appointed as Certified  Financial Consultant.Step 4 Passing the III ExamYou will now receive an Appointment Letter from HDFC Life and will be authorised to sell HDFC Life Insurance policies.Step 5 Appointment

What does it take to
become a Financial Consultant?

If financial freedom, flexibility, and financial success are your goals, then this is the perfect opportunity for you. All you need to bring is an open mind and the willingness to learn, grow and excel. To succeed as a Financial Consultant, you could be any of the following:

·        

Financial Distributor/CA/ICWA/CS/CFA

·        

Housewife/Retired

·        

Self-employed/Unemployed

·        

Public servant/private employee

·        

Student

 

Minimum eligibility:

·         Minimum Age: 18 years

·         Education: Std. Xth pass or equivalent

 


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