Financial Advisor

1 day ago

Gomtinagar Lucknow Uttar Pradesh, India Aditya Birla Capital Full time

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 **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 Flexibility with Work from Home or Work from Office with flexible hours.

Sales Advisor (Life Insurance)

Job Summary:
As a Sales 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 Manager**:

- **Senior Agency Manager**:

- **Chief Agency Manager**:

- **Executive Agency Manager**

Contact Person:
**Himanshu Vaibhav**

**Agency Manager**

9369884554

**Job Types**: Full-time, Part-time, Permanent, Fresher

Pay: From ₹15,000.00 per month

Expected hours: No less than 20 per week

**Benefits**:

- Flexible schedule
- Health insurance
- Life insurance
- Provident Fund
- Work from home

Schedule:

- Day shift
- Monday to Friday
- Morning shift
- Weekend availability

Supplemental Pay:

- Commission pay
- Performance bonus
- Quarterly bonus

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

**Speak with the employer**
+91 9369884554
Expected Start Date: 23/11/2024

  • Financial Advisor

    7 days ago

    Gomtinagar, Lucknow, Uttar Pradesh, India Aditya Birla Sun Life Insurance Full time

    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...

  • Financial Advisor

    2 weeks ago

    Lucknow, Uttar Pradesh, India Aditya Birla Capital Full time

    Personal 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...

  • Financial Advisor

    7 days ago

    Lucknow, Uttar Pradesh, India Aditya Birla Sun Life Insurance Full time

    Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. - Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. - Answering client questions about...

  • Financial Advisor

    1 day ago

    Vijay Nagar, Indore, Madhya Pradesh, India Rio Capital Investment advisor Full time

    **Key Responsibilities**: Job Title: Financial Advisor **Company**: Rio Capital Investment Advisor (SEBI Registered) **Role Overview**: As a Financial Advisor at Rio Capital, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and approach...

  • Financial Advisor

    7 days ago

    Lucknow, India ICICI Prudential Life Insurance Full time

    We are seeking a part-time Financial Advisor for our Nagpur office, with some remote work flexibility. As a Financial Advisor, you will be responsible for providing financial advisory services to clients, assessing their risk tolerance, providing financial planning advice, and selling appropriate financial products. You will also review clients' financial...

  • Analyst Financial Advisory Support

    2 days ago

    Noida, Uttar Pradesh, India Ameriprise Financial Full time

    The 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...

  • Become a Financial Advisor

    2 weeks ago

    lucknow, India beBeeFinancialExpert Full time

    Secure Your Future as a Financial ExpertWe are seeking highly skilled individuals to join our team of financial advisors. As a Financial Advisor, you will play a crucial role in helping clients make informed decisions about their financial futures.The ideal candidate will have excellent communication skills, be able to think critically and strategically, and...

  • Financial Advisor

    3 days ago

    Lucknow, India M A Associates Full time

    **Required Financial Advisors Female** Timing: - 9:00 AM to 6:00 PM Working Days: - Monday to Saturday **Job Type**: - Full-time Salary Type: - salary + Intensive Pay Salary: 8,000 to 10,000pm Fresher’s can also apply Good Communication Skills Convincing Power Any Regional Language (Tamil, Telugu, Kannada) Also Preferred Speak with the...

  • Financial Advisor

    2 weeks ago

    Lucknow, Uttar Pradesh, India Generali Central life Insurance Company limited Full time

    **Client relationship management**: Conduct "discovery meetings" with clients to learn about their financial objectives, income, expenses, risk tolerance, and tax status. - **Financial planning and strategy**: Based on client data, create and present tailored strategies for investments, insurance coverage, savings plans, and cash management. - **Market and...

  • Investment Advisor

    3 days ago

    Vijay Nagar, Indore, Madhya Pradesh, India Riocap Investment advisor Full time

    **Key Responsibilities**: **Job Title**: Investment Advisor **Company**: Rio Capital Investment Advisor (SEBI Registered) **Role Overview**: As a Investment Advisor at Rio Capital, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and...