Financial Advisor
12 hours ago
This is a Full-Time and Part-Time hybrid role for a (Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow. The Financial Advisor will be Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments. This Role allows for Flexibility with Work from Home or Work from Office with flexible hours. Financial Advisor (Life Insurance) Job Summary: As a Financial Advisor for life insurance, you will play a crucial role in advising and guiding clients on their life insurance needs. Your primary responsibility will be to sell life insurance policies to individuals and businesses, ensuring customers receive tailored solutions to protect their financial futures. Key Responsibilities: 1. Meet and exceed sales targets by selling life insurance policies. 2. Conduct need analysis to understand customers' financial goals and risk tolerance. 3. Provide expert advice on life insurance products and services. 4. Build and maintain strong relationships with clients, ensuring customer satisfaction. 5. Identify and pursue new business opportunities through networking, referrals, and lead generation. 6. Stay up-to-date on industry trends, products, and regulatory requirements. 7. Collaborate with internal teams (e.g., underwriting, claims) to ensure seamless customer experience. 8. Maintain accurate records and reports on sales activities and customer interactions. 9. Participate in training and development programs to enhance sales and product knowledge. **Requirements**: 1. Relevant sales experience (preferably in life insurance). 2. Strong communication, interpersonal, and negotiation skills. 3. Ability to understand customer needs and provide tailored solutions. 4. Knowledge of life insurance products, services, and industry regulations. 5. Proven track record of meeting sales targets. 6. Bachelor's degree (preferably in business, finance, or related field). 7. Team Management and Recruiting Desirable Skills: 1. Analytical and problem-solving skills. 2. Ability to work under pressure and meet deadlines. 3. Strong networking and relationship-building skills. 4. Familiarity with CRM software and sales analytics tools. 5. Digital literacy and adaptability to new technologies. 6. Good Communication skill and Client Relationship Work Environment: Office-based or remote work arrangements. Frequent travel for client meetings and sales events (dependent on location). Compensation and Benefits: Competitive salary and commission structure. Performance-based incentives and bonuses. Comprehensive benefits package (e.g., health insurance, retirement plan). Professional development opportunities. Career Path: Agency Partner Senior Agency Partner Chief Agency Partner Executive Agency Partner Contact Person:
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Financial Advisor
2 days ago
Gomtinagar, Lucknow, Uttar Pradesh, India Aditya Birla Sun Life Insurance Full timeThis is a Full-Time and Part-Time hybrid role for a (Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow. The Financial Advisor will be Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments. This Role allows for Flexibility with Work from Home or...
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Financial Advisor
2 days ago
Gomtinagar, Lucknow, Uttar Pradesh, India Aditya Birla Sun Life Insurance Full timeThis is a Full-Time and Part-Time hybrid role for a (Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow. The Financial Advisor will be Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments. This Role allows for Flexibility with Work from Home or...
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Financial Advisor
4 days ago
Lucknow, Uttar Pradesh, India Bajaj life insurance Full timeHere’s a professional Job Description for the post of Financial Advisor at Bajaj Allianz Life Insurance Company — you can use this for job listings, resumes, or recruitment purposes: --- Job Title: Financial Advisor Company: Bajaj Allianz Life Insurance Company Ltd. Location: Lucknow/Barabanki/WFH Job Type: Full-Time / Part-Time --- Job Summary: As a...
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Financial Advisor
12 hours ago
Lucknow, Uttar Pradesh, India Aditya Birla Capital Full timePersonal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...
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Financial Advisor
1 week ago
Lucknow, Uttar Pradesh, India Aditya Birla Capital Full timePersonal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include discussing finances and financial goals...
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Sales Advisor
2 days ago
Gomtinagar, Lucknow, Uttar Pradesh, India Aditya Birla Capital Full timeThis is a **Full-Time** and **Part-Time** hybrid role for a **(Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow.** The **Sales Advisor (Financial Advisor)** will be **Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments.** This Role allows for...
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Financial Advisor
1 week ago
Lucknow, India Satrix Technologies Full time**job summary** **Financial Advisor responsibilities and duties** The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organization and the title of the manager the person will report to. - Provide...
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Financial Advisor
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Meerut, Uttar Pradesh, India KTiwa Services Full time. **Financial Advisor - MSME Projects** Job Title: Financial Advisor - MSME Projects (MBA Finance / Semi-CA) Location: Gonda / Chitrakoot / Meerut (on-site) **Salary**: ₹40,000 - ₹50,000 per month **Job Type**: Full-Time Qualifications: - MBA in Finance / Semi-qualified CA / M.Com - Strong financial knowledge, communication, and analytical...
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Financial Advisor
1 week ago
Lucknow, Uttar Pradesh, India Bajaj life insurance Full time ₹ 2,40,000 - ₹ 7,20,000 per yearHere's a professional Job Description for the post of Financial Advisor at Bajaj Allianz Life Insurance Company — you can use this for job listings, resumes, or recruitment purposes: --- Job Title: Financial Advisor Company: Bajaj Allianz Life Insurance Company Ltd. Location: Lucknow/Barabanki/WFH Job Type: Full-Time / Part-Time --- Job Summary: As a...
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Analyst Financial Advisory Support
1 day ago
Noida, Uttar Pradesh, India Ameriprise Financial Full timeThe candidate will be responsible to work with a dedicated advisor a team of financial advisors and staff to help provide outstanding service to our clients It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices This position will...
