Insurance Financial Advisor

Company Description

Life insurance in India, with roots dating back over a century, plays an essential role in providing financial security in one of the most populous countries in the world. LIC (Life Insurance Corporation of India) aims to bridge the gap in insurance coverage and create awareness about the importance of life insurance. With a commitment to "With life, after life," LIC strives to deliver comprehensive and reliable insurance services to individuals and their families. LIC holds a strong position in the Indian insurance market and is dedicated to meeting the diverse needs of its policyholders.

Role Description

This is a full-time hybrid role for an Insurance Financial Advisor, based in Thane, with flexibility for some work-from-home arrangements. The Insurance Financial Advisor will be responsible for providing clients with tailored financial planning, retirement planning, and investment solutions. Day-to-day tasks include assessing clients' insurance and financial priorities, suggesting suitable products, and assisting in policy management. Building client relationships, offering expert guidance, and meeting individual financial needs will be central to this role.

Qualifications

• Expertise in Financial Planning and Retirement Planning
• Strong knowledge of Finance, Insurance, and Investments
• Excellent interpersonal, communication, and client relationship management skills
• Ability to understand clients' financial goals and offer suitable solutions
• Analytical thinking and decision-making capabilities
• Prior experience in the finance or insurance sector is an advantage
• Bachelor's degree in Finance, Business Administration, or a related field