Investment and Insurance agent

Company Description

PGWealthCare provides comprehensive financial solutions to help clients grow, protect, and preserve their wealth. With expertise in mutual funds, insurance, real estate, broking services, fixed deposits, and advanced wealth management solutions, PGWealthCare is committed to creating personalized strategies aligned with individual goals. The company takes pride in being a trusted financial partner, emphasizing security, trust, and building legacies for clients. Striving to achieve financial freedom and long-term prosperity for its clients, PGWealthCare is more than a wealth management serviceit's a partner that cares about your financial future.

Role Description

We are looking for a high-energy Sales & Business Development Partner who can help us grow our client base in Investments, Mutual Funds, SIPs, and Insurance products.

Your role will include:

• Reaching out to potential clients
• Explaining investment & insurance products in simple language
• Helping clients start their investment journey
• Building long-term relationships with prospects
• Achieving monthly client acquisition targets
• Working independently and earning high commissions on every sale

This is a performance-based income opportunity the more clients you bring, the more you earn.

Qualifications

• Strong communication & convincing skills
• Basic understanding of investments, mutual funds, or insurance (training will be provided)
• Self-motivated and target-oriented
• Ability to talk confidently with clients
• Minimum 12th pass (Graduates preferred)
• Prior sales experience (finance/insurance) is an additional advantage
• Must be comfortable working on commission-based earnings