Financial Advisor

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.

Work arrangement
No