Financial Services Consultant

Company Description ICICI Life Insurance Limited (formerly ICICI Prudential Life Insurance Company Limited) is one of Indias leading private sector life insurance providers, offering solutions to help individuals secure their families and achieve long-term financial goals. The company provides a broad range of products, including term, wealth, child education, and retirement plans, designed to support customers at every life stage. ICICI Life is recognized for its innovative products and customer-focused services, earning multiple industry awards over the years. Its Life Cover Plan, iProtect Smart, was voted Product of the Year 2016 in the life insurance category, reflecting the companys strong position in the market. ICICI Life continues to evolve its offerings while upholding core values of trust, innovation, and customer commitment.

Role Description The Financial Services Consultant will support customers in understanding and selecting life insurance and financial solutions that align with their long-term goals. Day-to-day responsibilities include conducting financial needs analyses, explaining product features and benefits, assisting in policy customization, and guiding customers through application and documentation processes. The consultant will also monitor market and product developments, prepare basic financial illustrations, and collaborate with internal teams to ensure a smooth customer experience. This is a part-time, hybrid role based in New Delhi, with work performed both on-site and remotely as business needs require.

Qualifications

• Candidates should possess strong Analytical Skills to assess customer needs, compare product options, and interpret basic financial data.
• Candidates should possess knowledge of Finance and Financial Services, including life insurance concepts, long-term savings, and protection solutions.
• Candidates should possess Consulting skills to provide objective guidance, recommend suitable plans, and build long-term client relationships.
• Candidates should possess effective Communication skills, both verbal and written, to explain complex information clearly and engage with diverse customers.
• Relevant academic background in finance, commerce, business, or a related field is beneficial.
• Prior experience in life insurance, banking, or financial advisory roles is an advantage but not mandatory.
• Comfort with using digital tools and CRM systems to manage leads and customer information is preferred.
• Ability to work independently, maintain ethical standards, and manage time effectively in a hybrid work environment.