Life Mitra (Insurance Financial Advisor)

Company Description

SBI Life Insurance is one of the most trusted life insurance companies in India, offering a diverse range of products to individuals and groups, including Protection, Pension, Savings, and Health solutions. Driven by a 'Customer-First' approach, SBI Life emphasizes maintaining world-class operating efficiency and hassle-free claim settlement, while enhancing digital experiences for customers, distributors, and employees. With a presence across India through 1,110 offices and a vast network of agents and partners, SBI Life is committed to making insurance accessible to all. The company also fosters a healthy and flexible work environment and engages in various CSR interventions, impacting over 50,000 beneficiaries in areas such as education, healthcare, and disaster relief.

Role Description

This is a remote role for a Life Mitra (Insurance Financial Advisor) at SBI Life Insurance Co. Ltd. The Life Mitra will be responsible for providing clients with financial and retirement planning, advising on insurance and investment products, and helping clients achieve their financial goals. Day-to-day tasks include assessing clients' financial needs, developing customized financial plans, recommending appropriate insurance and investment products, and maintaining client relationships through regular follow-ups and reviews.

Qualifications

• Skills in Financial Planning, Retirement Planning, and Finance
• Knowledge and experience with Insurance and Investments
• Strong interpersonal and communication skills
• Ability to work independently and remotely
• Experience in the financial services or insurance industry is a plus
• Bachelor's degree in Finance, Business, Economics, or related field