Financial Advisor

Company Description MITRA by Healthysure is India’s premier claim-focused insurance platform that simplifies complex insurance policies into stress-free protection. The company provides personalized advice across health, life, home, and cyber insurance, helping individuals and families choose coverage that fits their needs. MITRA offers a dedicated claim expert who manages paperwork and communication from the initial claim through final settlement. The platform is built to be a trusted partner for customers, focusing on transparency, guidance, and peace of mind throughout the insurance journey.
Role Description This is a full-time remote role for a Financial Advisor at Mitra. The Financial Advisor will provide clients with tailored guidance on insurance-linked financial planning, including health, life, and risk protection strategies aligned with their financial goals. Day-to-day responsibilities include assessing client needs, analyzing financial information, recommending appropriate insurance and investment solutions, and supporting retirement and long-term planning decisions. The role involves explaining complex financial and insurance concepts in clear language, maintaining ongoing client relationships, and collaborating with internal claim and product teams to ensure holistic support. The Financial Advisor will also stay updated on market trends, regulatory changes, and product updates to deliver accurate, timely recommendations.
Qualifications
Candidates should possess strong Financial Planning and Retirement Planning skills to design comprehensive, goal-based financial roadmaps.
Candidates should possess solid Finance and Investments skills to analyze portfolios, assess risk, and suggest suitable financial instruments.
Candidates should possess expertise in Financial Advisory to provide unbiased, client-centric guidance and recommendations.
Excellent communication and interpersonal skills, with the ability to explain complex concepts clearly and build long-term client relationships.
Strong analytical, numerical, and problem-solving abilities, with attention to detail and ethical decision-making.
Comfort with remote work tools and digital platforms, and the ability to manage multiple client cases in a structured manner.
Relevant certification or degree in Finance, Economics, Business, or a related field; professional qualifications (e.g., CFP or equivalent) are an advantage.
Experience in insurance advisory, wealth management, or financial services is preferred but not mandatory for highly motivated candidates with strong foundational skills.

Work arrangement
No