Insurance Financial Advisor

Company Description

Pramerica Life Insurance Limited is dedicated to providing protection and quality financial advice to customers and their loved ones. Having commenced operations in India on September 01, 2008, the company has established a pan-India presence with customized distribution channels to cater to diverse customer segments' specific insurance needs. The mission is not only to offer insurance but to ensure overall financial security. The firm is committed to fulfilling the dreams and aspirations of its customers by standing by them.

Role Description

This is a full-time on-site role for an Insurance Financial Advisor located in Gaya. The Insurance Financial Advisor will be responsible for advising clients on financial planning, retirement planning, and insurance products. Day-to-day tasks will include evaluating clients' financial needs, managing investments, and providing comprehensive advice to achieve financial security and goals.

Qualifications

• Experience in Financial Planning and Retirement Planning
• Skills in Finance and Investments
• Knowledge of Insurance products
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Bachelor’s degree in Finance, Economics, or a related field is preferred
• Relevant financial certifications are a plus