Financial Advisor

Lic Agent Recruitment Service India; Siwan; Ibrido; INR 250.000 - 450.000; Tempo pieno

Descrizione del lavoro

Lic Agent Recruitment Service India, based in India, is seeking a Financial Advisor for a full-time, hybrid role in Siwan. You will meet clients to assess financial goals, recommend insurance and investment products, and prepare comprehensive financial plans.

The role requires staying updated on markets and regulatory guidelines to provide compliant, client-centric advice while maintaining client records and collaborating with the advisory team.

Competenze

• Design goal-based, long-term financial plans for clients.
• Knowledge of finance and investments to evaluate products.
• Experience in financial advisory and client communication.
• Experience in insurance or financial services is beneficial.
• Strong analytical, interpersonal and communication skills.
• Familiarity with digital tools for client management and reporting.

Mansioni

• Meet clients to understand financial goals and current situations.
• Prepare financial plans and explain policy options.
• Discuss retirement planning and monitor client portfolios.
• Conduct regular follow-ups and maintain accurate client records.
• Collaborate with recruitment and advisory teams to support growth.

Conoscenze

Financial Planning

Retirement Planning

Finance & Investments

Financial Advisory

Analytical skills

Interpersonal skills

Communication skills

CRM familiarity

Spreadsheets

Reporting

Formazione

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

Strumenti

CRM systems

Spreadsheets

Messaging apps

Descrizione del lavoro

Company Description

Lic Agent Recruitment Service India operates in partnership with Insure Marketing Solutions, a specialized recruitment marketing agency serving insurance team leaders across India. Based in Bhopal and serving PAN India, the organization supports LIC Development Officers, Sales Branch Associates, Chief Life Insurance Advisors, Branch Managers, senior advisors, and private insurance sales leaders. With over four years of dedicated insurance industry experience, it focuses on targeted recruitment campaigns and verified lead generation to help leaders build productive advisor teams. The company leverages digital marketing, custom landing pages, automated WhatsApp campaigns, and CRM-based follow-up systems to drive end-to-end recruitment from lead to joining. It is trusted by hundreds of insurance leaders who seek scalable, efficient, and high-quality advisor recruitment solutions.

Role Description

This is a full-time, hybrid Financial Advisor role based in Siwan, with the flexibility to perform some responsibilities from home. The Financial Advisor will meet with clients to understand their financial goals, assess current financial situations, and recommend suitable insurance and investment products. Daily tasks include preparing financial plans, explaining policy options, conducting retirement planning discussions, and monitoring client portfolios. The role involves regular follow-ups, maintaining accurate client records, and collaborating with the recruitment and advisory team to support business growth. The Financial Advisor is expected to stay updated on financial markets, insurance offerings, and regulatory guidelines to provide compliant, client-centric advice.

Qualifications

• Candidates should possess strong Financial Planning and Retirement Planning skills to design goal-based, long-term strategies for clients.
• Candidates should have solid Finance and Investments knowledge to evaluate products and recommend suitable solutions aligned with client needs and risk profiles.
• Candidates should demonstrate expertise in Financial Advisory to communicate clearly, build trust, and deliver responsible, compliant guidance.
• Relevant experience in insurance or financial services, preferably advising retail clients, is beneficial.
• Strong analytical, interpersonal, and communication skills, with the ability to explain complex concepts in simple terms.
• Comfort with basic digital tools (CRM systems, spreadsheets, messaging apps) for client management and reporting.
• Minimum of a bachelor’s degree in Finance, Commerce, Business, Economics, or a related field is preferred.
• Local language proficiency and familiarity with the Siwan market will be an advantage.