Financial Advisor

Company Description

We are Ageas Federal Life Insurance, a joint-venture between Ageas, a multinational insurance giant headquartered in Europe, and India's leading bank, Federal Bank. With a strong presence in the insurance industry, we aim to provide comprehensive insurance solutions tailored to the evolving needs of our customers. Our focus on customer-centricity drives us to ensure financial security and growth for our clients.

Role Description

This is a Part-time role located in for a Financial Advisor. The Financial Advisor will be responsible for providing clients with financial planning and advisory services, including retirement planning, investment strategies, and general financial guidance. The role includes meeting with clients, understanding their financial goals, assessing financial documents, and developing personalized financial plans.

Qualifications

• Experience in Financial Planning and Retirement Planning
• Knowledge of Finance and Investments
• Strong Financial Advisory skills
• Excellent communication and interpersonal skills
• Ability to analyze and interpret financial documents
• Bachelor’s degree in Finance, Economics, or related field; relevant certifications (e.g., CFP) are a plus
• Prior experience in the insurance or financial services industry is preferred