Financial Advisor

Company Description

Aditya Birla Sun Life Insurance Company Limited (ABSLI), established in 2000, is a joint venture between the Aditya Birla Group, a trusted Indian conglomerate, and Sun Life Financial Inc., a leading international financial services organization from Canada. Combining strong local market knowledge with global insurance expertise, ABSLI focuses on providing reliable protection solutions for customers financial futures. The company is recognized as one of the top private life insurance providers in India and is known for innovation and setting industry benchmarks. ABSLI introduced key customer-friendly practices such as the Free Look Period, pioneered Unit Linked Life Insurance plans among private insurers, and led transparency initiatives like monthly portfolio disclosures. Its diverse product portfolio includes term plans, life stage products, health plans, and retirement plans, offering comprehensive coverage for varied customer needs.

Role Description

As a Financial Advisor at Aditya Birla Sun Life Insurance, you will work closely with clients to understand their financial goals and recommend suitable insurance and investment solutions. Day-to-day responsibilities include conducting financial needs analysis, explaining ABSLI products, creating personalized financial and retirement plans, and advising on long-term protection strategies. You will maintain regular communication with clients, monitor their portfolios, and provide ongoing guidance aligned with changing life stages and market conditions. The role also involves generating leads, building strong client relationships, and ensuring adherence to regulatory and company standards. This is a part-time, remote role, offering flexibility while requiring disciplined time management and proactive client engagement.

• Candidates should possess strong skills in Financial Planning and Financial Advisory to assess client needs and design appropriate solutions.
• Candidates should possess solid Finance and Investments skills to explain products, evaluate options, and guide clients on wealth-building strategies.
• Candidates should possess Retirement Planning expertise to help clients create long-term protection and income strategies for their post-retirement years.
• Relevant qualifications such as a bachelor's degree in finance, economics, business, or a related field; professional certifications in financial planning or insurance advisory are an advantage.
• Strong analytical and numerical abilities, clear written and verbal communication skills, and the ability to build trust-based relationships in a remote setting.
• Self-motivated, organized, and comfortable working independently in a part-time remote role; prior experience in insurance, banking, or financial services is highly beneficial.