Financial Consultant
Financial Consultant
Build your business.
Own your success.
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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