Financial Advisor - Defence

Company Description

Pramerica Life Insurance Limited is dedicated to protecting its customers and helping them fulfill their dreams and aspirations. Our mission is to provide both insurance and overall financial security. Established in India on September 01, 2008, we have a pan India presence through multiple distribution channels designed to meet the unique insurance needs of diverse customers. Committed to delivering protection and quality financial advice, our headquarters are located in Gurgaon, Haryana.

Role Description

This is a part-time, on-site role for a Financial Advisor - Defence located in Sitamarhi. The Financial Advisor will be responsible for providing tailored financial advice to clients, focusing on financial planning, retirement planning, and investments. Day-to-day tasks include meeting with clients to understand their financial goals, creating comprehensive financial plans, advising on investments, and helping clients with their overall financial strategy.

Qualifications

• Expertise in Financial Planning and Finance
• Knowledge of Retirement Planning and Investments
• Experience in Financial Advisory
• Strong communication and interpersonal skills
• Ability to work independently and provide customized advice to clients
• Relevant certifications and a bachelor's degree in Finance, Economics, or a related field are beneficial