Financial Advisor

Company Description

SBI Life Insurance Co. Ltd., a trusted and leading life insurance company in India since 2000, offers a wide range of Protection, Pension, Savings, and Health solutions to individuals and groups. With over 1,150 offices and an extensive network of agents and partners, SBI Life is dedicated to providing accessible insurance options across the country. The company emphasizes a customer-first approach, ensuring exceptional service quality, operational efficiency, and a seamless claims process while prioritizing digital innovation. SBI Life fosters a flexible work environment for employees and actively supports societal well-being through CSR initiatives such as child education, healthcare, and environmental sustainability.

Role Description

This is a full-time hybrid role based in New Delhi, with the flexibility for some work-from-home arrangements. The Financial Advisor will be responsible for understanding clients financial objectives and offering tailored solutions with a focus on building long-term relationships. Daily tasks include providing advice on financial planning, investments, and retirement strategies, assisting clients in selecting suitable financial products, and analyzing financial market trends. Additionally, the candidate will play a key role in driving sales and achieving financial targets while maintaining the ethical standards of SBI Life Insurance Co. Ltd.

Qualifications

• Proven skills in Financial Planning, Retirement Planning, and creating tailored financial strategies
• Proficiency in Finance, Investments, and Financial Advisory to guide clients effectively
• Strong interpersonal and communication skills to build and maintain client relationships
• Ability to analyze financial data and market trends for informed decision making
• Bachelor's degree in Finance, Business, Economics, or a related field is preferred
• Prior experience in the insurance or financial sector is advantageous
• Self-motivated with the ability to meet business targets in a hybrid work environment