Financial Advisor

Company Description

ICICI Prudential Life Insurance Company Limited is one of Indias leading private sector life insurance providers. Dedicated to helping individuals secure their families and achieve long-term financial goals, the company offers a diverse range of products, including term, wealth, child education, and retirement plans. Over the years, ICICI Prudential Life has earned numerous awards for its innovative services and products, including the recognition of its Life Cover Plan, iProtect Smart, as the Product of the Year 2016 in the life insurance category. With a strong customer-first approach and commitment to excellence, the company has established a respected position in the insurance industry.

Role Description

This is a full-time/part-time hybrid role for a Financial Advisor based in Bhilai, with the flexibility of partial work-from-home arrangements. The Financial Advisor will be responsible for providing clients with tailored financial planning solutions, including life insurance, retirement planning, and investment strategies. Key responsibilities include understanding client needs, suggesting suitable financial products, building long-term relationships, and staying informed about financial markets and insurance products to deliver expert advice.

Qualifications

• Strong knowledge of Financial Planning, Retirement Planning, and Financial Advisory.
• Understanding of Finance and Investments.
• Excellent interpersonal and communication skills to build strong client relationships.
• Ability to analyze client needs and recommend relevant financial products and solutions.
• Self-motivated with the ability to manage work both in-person and remotely.
• Prior experience in life insurance or financial services is a plus.
• Bachelors degree in Finance, Business, Economics, or a related field.
• Relevant certifications such as CFP (Certified Financial Planner) or similar are an advantage.