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Technosoft Solutions - Mentor - Life Advisory Officer

Technosoft Solutions - Mentor - Life Advisory Officer

Technosoft Solutions, India
30+ days ago
Job description

Job Title : LAO (Mentor) Life Advisory Officer

Location : PAN India (All Major Cities)

Experience Required : Minimum 5 Years

Education : Any Graduate / Postgraduate

Gender : Open to Male & Female Candidates

Employment Type : Full-Time

About the Role :

We are seeking highly accomplished and visionary professionals for the prestigious designation of Life Advisory Officer (Mentor) a leadership-driven role in the life insurance and financial advisory domain. This is not just a sales role; its an opportunity to mentor, lead, and grow high-performing advisory teams, and work with Indias top financial institution committed to transforming lives.

Key Responsibilities :

Leadership & Mentorship

  • Act as a mentor and coach to a team of Life Advisors, enabling their success through training, motivation, and performance management.
  • Build, lead, and manage a dynamic team of financial advisors and drive team-level revenue goals.
  • Conduct regular goal-setting, performance reviews, and field coaching to ensure productivity.

Business Development

  • Identify and onboard high-potential advisors and professionals from various sectors including BFSI, pharma, real estate, etc.
  • Expand business networks by engaging with HNIs, NRIs, and top professionals across regions.
  • Own and drive the P&L responsibilities of the advisory unit with monthly and annual targets.
  • Training & Development

  • Deliver structured training programs on financial planning, product knowledge, regulatory updates, and advisory practices.
  • Support advisors with financial planning tools, insurance solutions, and sales enablement strategies.
  • Client Engagement & Relationship Management
  • Maintain strong client relationships through a needs-based consultative approach.
  • Act as a financial wellness partner by offering customized insurance and investment solutions.
  • Strategic & Operational Excellence

  • Analyze performance data, market trends, and advisor productivity to drive continuous improvement.
  • Leverage technology platforms and CRM tools for better client and team engagement.
  • Key Skills & Attributes :

  • Strong people management, leadership, and coaching skills.
  • Excellent communication, negotiation, and stakeholder management.
  • High entrepreneurial drive and a result-oriented mindset.
  • In-depth knowledge of financial products, insurance, or wealth management services preferred.
  • Ability to influence and manage senior advisors and high-net-worth individuals (HNIs).
  • Eligibility Criteria :

  • Minimum 5 years of proven leadership experience in sales, distribution, business development, or advisory functions.
  • Current compensation should be 15 LPA or above.
  • Preference for candidates from BFSI, Wealth Management, Real Estate, Pharma, or Consulting.
  • Open to candidates from tier-1 / tier-2 cities who are flexible with national-level mobility.
  • Why Join Us?

    Uncapped earnings potential with one of Indias most lucrative incentive and reward structures.

    Be part of a national mission to uplift financial literacy and well-being across communities.

    Opportunity to work in an entrepreneurial setup with industry-best support, tools, and learning platforms.

    Access to a prestigious brand, strong leadership ecosystem, and nationwide visibility.

    Note : For In-Person Interview Travel expenses will be covered

    ref : iimjobs.com)

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