Advisor

Company Description

SBI Life Insurance, one of India's most trusted life insurance companies, was incorporated in 2000 and registered with IRDAI in 2001. We offer a diverse range of products catering to individuals and groups, including Protection, Pension, Savings, and Health solutions. With a 'Customer-First' approach, we emphasize world-class operating efficiency and hassle-free claim settlements. Our extensive presence across India includes 1,110 offices and a large network of agents and partners. SBI Life is committed to digital enhancement and a healthy, flexible work environment. We actively contribute to societal welfare through various CSR initiatives.

Role Description

This is a part-time hybrid role for a Financial Advisor based in Lucknow, with some work from home acceptable. The Financial Advisor will be responsible for providing clients with financial advice, preparing financial plans, managing investment portfolios, and offering retirement planning solutions. The role involves regular interaction with clients to assess their financial needs and goals, and providing tailored financial guidance to ensure their financial well-being.

Qualifications

• Financial Planning, Retirement Planning skills
• Finance and Investments knowledge
• Experience in Financial Advisory
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and in a team