Financial Advisor

Company Description

SBI Life Insurance Co. Ltd., founded in October 2000, is one of India's most trusted life insurance companies. It offers a range of products, including Protection, Pension, Savings, and Health solutions, serving millions of families across the country. SBI Life is committed to customer-first service, operational efficiency, and hassle-free claim settlement. The company also aims to enhance digital experiences for customers and employees. With over 1,110 offices, 26,355 employees, 240,304 agents, and multiple distribution partners, SBI Life makes insurance accessible nationwide. It also supports social causes like child education, healthcare, and disaster relief.

Role Description

This is a full-time remote role for a Financial Advisor. The Financial Advisor will be responsible for developing financial plans, offering guidance on retirement planning, and advising on investment strategies. Duties also include helping clients manage their finances and making informed financial decisions. The role requires continuous learning to stay updated with financial regulations and market trends, ensuring clients receive the best possible advice.

Qualifications

• Financial Planning and Financial Advisory skills
• Expertise in Finance and Investment strategies
• Experience in Retirement Planning
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Ability to work independently and remotely
• Relevant certifications (such as CFP) are a plus
• Degree in Finance, Economics, or related field

Skills Required

retirement planning, investment strategies, Finance, Financial Planning, Financial Advisory