Financial Advisor

Company Description

Aditya Birla Sun Life Insurance (ABSLI), established in 2000, is a joint venture between the Aditya Birla Group, a globally renowned Indian conglomerate, and Sun Life Financial Inc., a prominent Canadian financial services organization. ABSLI is recognized for being one of the top private life insurance companies in India and has significantly contributed to the growth of the life insurance industry. Known for its innovative approach, the company has introduced industry-first initiatives like the "Free Look Period" and pioneered Unit Linked Life Insurance plans. ABSLI offers a comprehensive range of insurance products, including term plans, health plans, life stage products, and retirement plans.

Role Description

This is a part-time, on-site Financial Advisor role based in Kolkata. The Financial Advisor will be responsible for providing clients with personalized financial planning and advisory services, assisting with investment decisions, and creating strategies to meet short-term and long-term financial goals. The role involves evaluating clients' financial circumstances, recommending appropriate insurance and retirement planning products, and maintaining ongoing relationships to ensure client satisfaction and trust.

Qualifications

• Proficiency in Financial Planning and Financial Advisory
• Experience in Investments and Retirement Planning
• A strong understanding of Finance concepts and solutions
• Excellent interpersonal and communication skills
• Ability to build and maintain client relationships and provide tailored solutions
• Bachelor’s degree in Finance, Economics, or a related field (preferred)
• Relevant certifications in financial planning or advisory services are an advantage
• Proven ability to meet sales targets and provide exceptional customer service