Financial Advisor

Company Description

The Life Insurance Corporation of India (LIC) is the largest financial institution and life insurance organization in India. Headquartered in Mumbai, LIC operates through 8 Zonal offices, 109 divisional offices, and 2,048 fully computerized branches. Additionally, LIC has recently expanded its reach with 992 satellite offices in rural areas to better serve the people. Established by an Act of Parliament in 1956, LIC has played a significant role in the financial and infrastructure development of India, maintaining a leading position in the market despite the entry of private insurers. LIC offers a wide range of products, including basic insurance plans, term assurance plans, pension plans, capital market linked plans, and health plans.

Role Description

This is a full-time hybrid role for a Financial Advisor located in Garhshankar, with some work from home acceptable. The Financial Advisor will be responsible for providing sound financial advice to clients, developing financial plans, and helping clients with their retirement planning, investments, and overall financial health. Daily tasks include assessing clients' financial statuses, presenting tailored financial plans, reviewing and updating client portfolios, and staying current with financial market trends. The role also involves collaborating with other financial professionals to offer comprehensive financial services.

Qualifications

• Financial Planning, Retirement Planning, and Financial Advisory skills
• Knowledge in Finance and Investments
• Excellent interpersonal and communication skills
• Proven ability to develop and maintain client relationships
• Strong analytical and problem-solving abilities
• Relevant certifications such as CFP (Certified Financial Planner) are a plus
• Bachelor's degree in Finance, Economics, Business, or related field
• Experience in the financial services industry is beneficial