Financial Services Consultant (Claims & Advisory Focus) - THE SPECIALIST OPINION PRIVATE LIMITED

Roles & Responsibilities

At Claims Assist , we are passionate about protecting the dreams and stability of families and individuals.

We believe every client deserves a trusted partner — someone who can guide them through challenges and help them build a secure future.

If you are driven, people-oriented, and looking to grow a meaningful career in financial services, we invite you to join us as a Financial Services Consultant .

Your Role :

As a Financial Services Consultant , you will first master the art of professional claims management — ensuring clients are supported in their most critical moments.

Beyond claims, you will help clients identify gaps in their protection and financial planning, offering them tailored solutions to safeguard their future.

Every interaction is an opportunity to build trust, offer value, and grow lasting client relationships.

Key Responsibilities :

• Assist clients through their claims journey with care, accuracy, and professionalism
• Identify financial protection gaps and recommend appropriate coverage solutions
• Build and maintain strong, trust-based relationships with individual and corporate clients
• Participate in business development activities, client education, and service campaigns
• Continuously upgrade knowledge in insurance products, claims handling, and financial planning

Who We're Looking For :

What You’ll Gain :

At Claims Assist, we don't just build careers — we build futures.

If you’re ready to be a trusted voice in someone’s financial journey, we’re ready to invest in yours.

🌟 Apply now and let’s grow together.

Tell employers what skills you have

Management Skills

Lifestyle

Claims Management

Claims Handling

Financial Planning

Wealth Accumulation

Career Development

Risk Management

Mentorship

Client Education

Consulting

Financial Advisory

Customer Service

Business Development

Corporate Finance

Financial Services