Financial Advisor

Company Description

ICICI Prudential Life Insurance Company Ltd. (ICICI Prudential Life) is one of India’s leading private sector life insurance companies. The company offers a wide range of products including term plans, wealth plans, child education plans, and retirement plans to help customers secure their families and achieve long-term financial goals. ICICI Prudential Life is recognized for its innovative services and products, and its commitment to customer satisfaction, innovation, and values has earned it numerous awards over the years. A notable product, the Life Cover Plan, iProtect Smart, was voted ‘Product of the Year 2016’ in the life insurance category. Continued customer support has helped the company maintain a significant position in the life insurance industry.

Role Description

This is a full-time on-site role for a Financial Advisor located in Bhubaneswar. The Financial Advisor will be responsible for providing clients with sound financial planning advice, guiding clients on investments, and assisting with retirement planning. The role involves analyzing clients' financial situations and projecting future financial needs, offering financial products that meet clients' needs, and providing continuous financial advice and support.

Qualifications

• Financial Planning and Financial Advisory skills
• Expertise in Finance and Investments
• Experience in Retirement Planning
• Exceptional analytical and problem-solving skills
• Strong communication and interpersonal skills
• Ability to build and maintain client relationships
• Bachelor’s degree in Finance, Economics, or a related field
• Certification in financial planning (CFP) or similar credentials is a plus