Financial Advisor

SBI Life Insurance Co. Ltd.; Madurai District; Hybrid; INR 300,000 - 540,000; Full time

Job summary

SBI Life Insurance Co. Ltd. in Madurai offers a full-time Financial Advisor role within a hybrid work model.

You will meet clients to assess financial goals and risk profiles, recommending life insurance, investments, retirement, and protection solutions from SBI Life’s product suite. The role involves needs assessments, preparing proposals, explaining product features clearly, and ensuring compliance. You will build and maintain client relationships, support renewals and upgrades, and

Qualifications

• Bachelor's degree in finance, commerce, business, economics, or related field.
• Strong skills in financial planning and retirement planning.
• Experience in financial advisory and client relationship management.
• Excellent communication and interpersonal skills.

Responsibilities

• Conduct financial needs assessments and develop tailored proposals.
• Illustrate and explain life insurance, investments, and retirement solutions.
• Ensure regulatory and company compliance in advisory activities.
• Maintain ongoing client relationships and monitor policy performance.
• Assist with renewals, upgrades, and onboarding with internal teams.
• Engage in local business development and client outreach.

Skills

Financial Planning

Retirement Planning

Client Engagement

Relationship Management

Sales Target Achievement

Education

Bachelor's degree in Finance/Commerce/Business/Economics

Tools

CRM software

Online engagement platforms

Job description

Company Description

SBI Life Insurance Co. Ltd. is one of India’s most trusted life insurance companies, serving millions of families since its incorporation in 2000 and registration with IRDAI in 2001. The company offers a wide range of Protection, Pension, Savings, and Health solutions to both individual and group customers. With extensive nationwide reach through over a thousand offices, a large employee base, and a strong network of agents and partners, SBI Life focuses on making insurance accessible to all. The organization emphasizes a customer-first approach, ethical service standards, and efficient, hassle-free claim settlement, supported by ongoing digital innovation. SBI Life also promotes a healthy, flexible work environment, is listed on BSE and NSE, and is deeply engaged in CSR initiatives in education, healthcare, disaster relief, and environmental sustainability.

Role Description

This full-time Financial Advisor role is based in Madurai in a hybrid work model, combining on-site responsibilities with some work-from-home flexibility. The Financial Advisor will meet with prospective and existing clients to understand their financial goals and risk profiles, and recommend appropriate life insurance, investment, retirement, and protection solutions from SBI Life’s product suite. Daily tasks include conducting financial needs assessments, preparing proposals and illustrations, explaining product features and benefits in clear terms, and ensuring regulatory and company compliance in all advisory activities. The role involves maintaining ongoing client relationships, monitoring policy performance, assisting with renewals and upgrades, and coordinating with internal teams for smooth onboarding and service support. The Financial Advisor will also participate in local business development activities, such as networking events and customer outreach, to grow the client base in the Madurai region.

Qualifications

• Strong skills in Financial Planning and Retirement Planning to analyze client goals and design comprehensive long-term financial strategies.
• Solid understanding of Finance and Investments to explain risk, returns, and suitable product options aligned with client profiles.
• Demonstrated experience in Financial Advisory, including client engagement, portfolio recommendations, and ongoing relationship management.
• Excellent communication and interpersonal skills, with the ability to present complex financial concepts in simple, client-friendly language.
• Ability to work in a hybrid environment in Madurai, manage time effectively, and meet sales and service targets responsibly.
• Bachelor’s degree in finance, commerce, business, economics, or a related field; relevant certifications in financial planning or insurance advisory are an advantage.
• Familiarity with life insurance products and regulatory requirements; prior experience in insurance, banking, or financial services is preferred.
• Comfort with digital tools, CRM systems, and online customer engagement platforms used for advisory, documentation, and reporting.