LM Financial Advisors / Development Managers
About the Role
Company Description SBI Life Insurance Co. Ltd., established in 2000 and registered with the Insurance Regulatory & Development Authority of India (IRDAI), is one of the most trusted life insurance companies in India. With a Customer-First approach, the company offers a wide range of Protection, Pension, Savings, and Health solutions for both individuals and groups, while emphasizing operational efficiency and seamless claim settlements. SBI Life has a vast network comprising 1,154 offices, over 28,500 employees, and more than 268,000 agents, providing nationwide coverage to make insurance accessible to all. The company is also committed to the well-being of its employees, fostering a healthy, flexible work environment, and contributes significantly to social causes such as child education, healthcare, and disaster relief. Listed on the Bombay Stock Exchange (BSE) and National Stock Exchange (NSE), SBI Life continues to lead with ethical business practices and innovative solutions. Role Description This is a full-time remote role for a Financial Advisor / Development Manager at SBI Life Insurance Co. Ltd. The role involves providing financial advisory and planning services to individual and corporate clients. Key responsibilities include creating and implementing customized financial plans, analyzing investments, providing retirement planning guidance, and maintaining strong client relationships. The role requires working closely with clients to understand and address their financial needs while promoting the company's suite of insurance and investment products. Qualifications Expertise in Financial Planning, Finance, and Retirement Planning to strategize and align with clients long-term goals. Knowledge in Investments and Financial Advisory to guide clients on financial products and wealth management solutions. Ability to build and maintain strong client relationships with excellent interpersonal and communication skills. Proficiency in analyzing financial data and providing actionable insights for customized planning. Proven track record in sales or business development; prior experience in the insurance or financial industry is preferred. Self-motivated and results-driven, with the ability to work independently in a remote setup. Bachelor's degree in Finance, Economics, Business Administration, or related fields. Relevant certifications such as CFP or CFA are a plus.
Skills Required
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