More jobs:
Insurance & Financial Planning Advisor
Job in
Boise, Ada County, Idaho, 83701, USA
Listed on 2026-08-26
Listing for:
Kotak Mahindra Investments
Full Time
position Listed on 2026-08-26
Job specializations:
-
Business
Financial Advisor / Consultant
Job Description & How to Apply Below
Kotak Mahindra Investments seeks a Client Assessment and Consultation professional in the United States to speak with clients, learn their financial goals, assess risk, review current assets, and suggest suitable life, health, or property coverage.
You will explain policy terms, help clients fill out proposals and applications, process new policy purchases, provide ongoing support and claims assistance, guide renewals, and keep accurate, updated records of client files.
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