Insurance Financial Advisor

Company Description

Life Line Associates is a trusted partnership firm specializing in the insurance sector, with a strong focus on life insurance solutions. Our commitment is to provide comprehensive and tailored insurance plans that secure the financial future of individuals and families. We strive to offer strong, reliable financial protection options, adapting to the unique needs of every client.

Role Description

This is a full-time hybrid role for an Insurance Financial Advisor, located in Vishakhapatnam with some work from home acceptable. The Insurance Financial Advisor will be responsible for helping clients with financial planning, providing advice on retirement planning, and recommending suitable life insurance and investment options. The role involves assessing clients' financial situations, developing strategies to meet their short-term and long-term financial goals, and nurturing client relationships.

Qualifications

• Skills in Financial Planning and Retirement Planning
• Experience in Finance, Insurance, and Investments
• Strong interpersonal and communication skills
• Ability to build and maintain client relationships
• Bachelor's degree in Finance, Accounting, Business, or related field
• Relevant certifications such as CFP (Certified Financial Planner) are a plus

Skills Required

retirement planning, Investments, Finance, Insurance, Financial Planning