Life Mitra (Insurance Financial Advisor)

Company Description

SBI Life Insurance, one of the most trusted life insurance companies in India, 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. The company places great emphasis on maintaining world-class operating efficiency and providing hassle-free claim settlement experiences. SBI Life is committed to enhancing digital experiences for customers, distributors, and employees, and strives to make insurance accessible to all with its extensive presence across the country.

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 financial planning and retirement planning advice to clients, helping them understand and choose the right insurance and investment products. Day-to-day tasks will include evaluating clients financial needs, recommending suitable insurance and investment plans, and maintaining client relationships. The role also involves staying up-to-date with the latest financial products and market trends.

Qualifications

• Experience in Financial Planning, Retirement Planning, and Finance
• Knowledge about Insurance and Investments
• Excellent communication and interpersonal skills
• Ability to work independently and remotely
• Relevant certifications in finance or insurance are a plus
• Bachelor's degree in Finance, Economics, or related field