Financial Advisor

Here’s a professional Job Description for the post of Financial Advisor at Bajaj Allianz Life Insurance Company — you can use this for job listings, resumes, or recruitment purposes: --- Job Title: Financial Advisor Company: Bajaj Allianz Life Insurance Company Ltd. Location: Lucknow/Barabanki/WFH Job Type: Full-Time / Part-Time --- Job Summary: As a Financial Advisor at Bajaj Allianz Life Insurance, you will play a key role in helping clients plan their financial future by offering tailored insurance and investment solutions. You will identify clients’ financial needs, recommend suitable life insurance plans, and help them achieve their long-term financial goals. --- Key Responsibilities: Develop and maintain strong relationships with new and existing clients. Understand clients’ financial requirements and risk profiles to recommend appropriate Bajaj Allianz products. Promote and sell life insurance and investment products (Term Plans, ULIPs, Pension Plans, Child Plans, etc.). Achieve monthly and annual sales targets set by the company. Conduct financial planning sessions and provide expert guidance on wealth management and risk protection. Stay updated with company products, market trends, and competitors’ offerings. Ensure customer satisfaction through excellent service and after-sales support. Participate in training sessions, workshops, and team meetings to enhance knowledge and sales skills. --- Required Skills & Competencies: Strong communication and interpersonal skills. Good understanding of financial products and market trends. Ability to build trust and maintain long-term relationships with clients. Goal-oriented and self-motivated personality. Basic computer knowledge (MS Office, CRM tools). --- Qualifications: Minimum: 12th pass (Graduation preferred). Experience in sales, banking, or finance is an added advantage. Freshers with strong motivation and communication skills are also welcome. --- Benefits & Rewards: Attractive commission-based earnings and performance incentives. Opportunities for career growth and professional development. Recognition programs and rewards for top performers. Flexible working hours and self-managed schedules. Training and certification provided by Bajaj Allianz Life Insurance. --- Career Growth Path: Financial Advisor → Senior Advisor → Sales Manager → Business Development Manager → Branch Head

Contact us for more information

6392824971

8318417554

hakashmaurya@gmail.com

Job Types: Full-time, Part-time, Permanent, Fresher, Internship

Pay: ₹10,478.08 - ₹30,000.00 per month

Benefits:

• Health insurance
• Life insurance
• Paid sick time
• Work from home

Work Location: In person

Speak with the employer
+91 6392824971