Insurance Financial Advisor

Company Description

SBI Life Insurance Co. Ltd., one of India's most trusted life insurance companies, was incorporated in October 2000 and is registered with the Insurance Regulatory and Development Authority of India (IRDAI). Serving millions of families across India, SBI Life offers a diverse range of products, including Protection, Pension, Savings, and Health solutions for both individuals and group customers. The company emphasizes a 'Customer-First' approach, maintaining world-class operating efficiency and hassle-free claim settlements. With an extensive presence across the country through its numerous offices, agents, and partners, SBI Life aims to make insurance accessible to all while promoting a healthy and flexible work environment for its employees.

Role Description

This is a full-time hybrid role located in Mahesana, with some work from home acceptable, for an Insurance Financial Advisor. The Insurance Financial Advisor will be responsible for providing comprehensive financial planning and retirement planning services, guiding clients on insurance and investment options, and developing personalized financial strategies to meet their goals. The advisor will also stay updated on market trends and regulatory changes, ensuring compliance with industry standards.

Qualifications

• Financial Planning, Retirement Planning skills
• Insurance and Investments knowledge
• Strong finance background with expertise in related fields
• Excellent communication and interpersonal skills
• Ability to work independently and within a team
• Relevant certifications such as Chartered Financial Planner (CFP) are a plus
• Experience in customer relationship management
• Bachelor's degree in Finance, Business, Economics, or related field