Financial Advisor

Company Description ICICI Prudential Life Insurance Company Limited is one of India's leading private sector life insurance providers, offering solutions to help individuals secure their families and achieve long-term financial goals. The company provides a wide range of products, including term plans, wealth plans, child education plans, and retirement plans tailored to different life stages. Known for its customer commitment and innovation, ICICI Prudential Life has received multiple awards, including recognition for its Life Cover Plan, iProtect Smart, as Product of the Year 2016 in the life insurance category.* The company continues to maintain a strong position in the life insurance industry, supported by a large and growing customer base.

Role Description The Financial Advisor role is a part-time, remote position focused on helping clients understand and choose suitable life insurance and financial solutions. Day-to-day responsibilities include assessing clients financial needs, explaining product features and benefits, and recommending life insurance, investment, and retirement options aligned with their goals. The role involves maintaining regular communication with clients, providing ongoing advisory support, and ensuring accurate documentation of recommendations and policies. Financial Advisors also stay informed about product updates, market trends, and regulatory guidelines to provide informed, compliant advice while representing ICICI Prudential Life in a professional and ethical manner.

Qualifications

• Candidates should possess skills in Financial Planning and Financial Advisory to assess client needs and recommend suitable solutions.
• Candidates should possess skills in Finance and Investments to interpret financial information and guide clients on appropriate products.
• Candidates should possess skills in Retirement Planning to help clients build long-term strategies for post-retirement income and security.
• Strong communication and interpersonal skills, with the ability to explain financial concepts clearly to diverse clients.
• Ability to work independently in a remote, part-time setup, manage schedules, and meet client commitments.
• Prior experience in financial services, banking, insurance, or wealth management is beneficial.
• Relevant academic background in finance, commerce, economics, or a related field is preferred.
• Professional certifications in financial planning or insurance advisory (where applicable) are an advantage.