Financial Advisor

Who Can Apply?
• Graduates / Undergraduates (as per eligibility)
• Working Professionals
• Business Owners
• Homemakers
• Retired Professionals
• Anyone with good communication and networking skills
What We Offer:
•Attractive Fixed Income + Performance-Based Incentives*
•Part-Time & Full-Time Opportunities
•Professional Training & Career Growth
•Flexible Work Schedule
• Recognition & Rewards
Role Description
This is a part-time remote role for a Financial Advisor. The Financial Advisor will engage with prospective and existing customers to understand their financial goals, risk profile, and protection needs, and recommend suitable life insurance and investment solutions.
Daily activities include conducting financial needs analyses, explaining product features and benefits, assisting customers with retirement and wealth planning, and supporting them through the application and onboarding process. The role also involves maintaining ongoing client relationships, monitoring policy and investment performance, and staying informed about company products, regulatory updates, and market trends. The Financial Advisor is expected to work independently, use digital tools for remote client interactions, and adhere to ethical and compliance standards.
•Ability to provide comprehensive Financial Planning solutions, including goal setting and budgeting, tailored to diverse customer needs.
•Strong Finance and Investments skills to explain life insurance-linked products, evaluate options, and guide customers on long-term wealth creation.
•Expertise in Retirement Planning and Financial Advisory to help clients secure income for later life and protect their families' future.
•Effective communication, interpersonal, and active listening skills to build trust and long-term client relationships in a remote setting.
• Comfort with digital tools and remote collaboration platforms for virtual meetings, documentation, and ongoing client support.

Work arrangement
No