Financial Advisor

Company Description

Aditya Birla Sun Life Insurance (ABSLI), established in 2000, is a joint venture between the globally respected Aditya Birla Group and Sun Life Financial Inc., a leading financial services organization from Canada. ABSLI has been a significant contributor to the Indian life insurance industry and is ranked among the top seven private life insurance providers in the country. Renowned for its innovation, ABSLI introduced many industry-firsts, including the "Free Look Period," and was the pioneer behind the launch of Unit Linked Insurance Plans among private players. With a comprehensive portfolio of insurance products, ABSLI remains committed to protecting the financial future of its policyholders and maintaining transparency.

Role Description

This is a full-time remote role for a Financial Advisor. The Financial Advisor will work with clients to provide comprehensive financial planning services, including investment strategies, retirement planning, and financial goal setting. Daily responsibilities will include meeting with clients, analyzing financial data, recommending customized financial solutions, explaining insurance and investment options, and providing ongoing advisory support to help clients reach their financial goals confidently.

Qualifications

• Expertise in Financial Planning and Financial Advisory to provide effective and strategic client guidance.
• Knowledge of Investments and Retirement Planning to develop and suggest tailored investment strategies.
• Proficient understanding of Finance principles to communicate complex concepts in an accessible way.
• Exceptional interpersonal and communication skills to build trust and maintain long-term client relationships.
• Ability to work independently in a remote setting with strong self-discipline and time management skills.
• Relevant certifications in Finance or Financial Planning are preferred.
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field is a plus.