Financial Advisor

Ageas Federal Life Insurance; Thanjavur; On-site; INR 350,000 - 520,000; Full time

Job summary

Ageas Federal Life Insurance in Thanjavur is seeking a full-time Financial Advisor to meet with clients, understand their financial goals, risk tolerance, and life-stage needs. You will assess portfolios, recommend insurance and investment products, and create tailored financial and retirement plans aligned with company offerings.

Responsibilities include regular follow-ups, policy servicing, documentation, and ensuring regulatory compliance, along with local outreach to grow and retain the

Qualifications

• Proven ability in creating goal-based financial plans.
• Strong knowledge of finance and investments for portfolio optimization.
• Experience in financial advisory and building long-term client relationships.
• Bachelor’s degree in finance, commerce, business or related field preferred.
• Excellent analytical, communication and client service skills.
• Ability to work independently, meet targets, and comply with regulations.

Responsibilities

• Meet with prospective and existing clients to understand goals, risk tolerance, and life-stage needs.
• Assess client portfolios and recommend appropriate insurance and investment products.
• Create customized financial and retirement plans aligned with company offerings.
• Handle follow-ups, policy servicing, documentation, and regulatory compliance.

Skills

Financial planning

Retirement planning

Finance & investments

Financial advisory

Client service

Education

Bachelor's degree in finance/commerce/business

Job description

Company Description

Ageas Federal Life Insurance is committed to helping individuals and families transform their promises into achievable financial goals. The company focuses on protection, partnership, and purpose to support customers throughout their financial journeys. Guided by the philosophy of “Har Wada Mumkin,” Ageas Federal Life Insurance works to make every commitment a realistic possibility. Team members collaborate to deliver trusted insurance and financial solutions that create long-term value for customers.

Role Description

This is a full-time, on-site Financial Advisor role based in Thanjavur. The Financial Advisor will meet with prospective and existing clients to understand their financial goals, risk tolerance, and life-stage needs. Daily activities include assessing client portfolios, recommending appropriate insurance and investment products, and creating customized financial and retirement plans aligned with company offerings. The role involves regular follow-ups, policy servicing, documentation, and ensuring regulatory compliance. The Financial Advisor will also participate in local outreach, presentations, and relationship-building initiatives to grow and retain the client base.

Qualifications

• Candidates should possess strong skills in Financial Planning and Retirement Planning to design comprehensive, goal-based strategies for clients.
• Candidates should possess sound knowledge of Finance and Investments to evaluate products, manage risk, and optimize client portfolios.
• Candidates should possess experience in Financial Advisory to provide informed, ethical guidance and build long-term client relationships.
• Relevant qualifications such as a bachelor’s degree in finance, commerce, business, or a related field are preferred.
• Strong analytical abilities, communication skills, and client service orientation are essential.
• Ability to work independently, meet targets, and adhere to regulatory and compliance standards is required.
• Prior experience in life insurance or financial services is an advantage.