Financial Advisor

7 hours 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 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:
**AMAN THAKUR**

**Agency Partner**

**7068185075**

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

Pay: ₹10,000.00 - ₹25,000.00 per month

Expected hours: 30 per week

**Benefits**:

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

Schedule:

- Day shift
- Monday to Friday
- Morning shift

Supplemental Pay:

- Commission pay
- Performance bonus
- Quarterly bonus

Work Location: In person

**Speak with the employer**
+91 7068185075
Expected Start Date: 25/05/2025

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