Financial Advisor

Company Description ICICI Prudential Life Insurance Company Limited is one of India’s leading private sector life insurance providers, focused on helping individuals secure their families and achieve long-term financial goals. The company offers a broad range of products including term plans, wealth plans, child education plans, and retirement plans that support customers at every life stage. ICICI Prudential Life is recognized for innovative products and customer-centric services, with its Life Cover Plan, iProtect Smart, being voted “Product of the Year 2016” in the life insurance category. The organization continues to maintain a strong position in the life insurance industry, driven by a commitment to values, innovation, and customer trust.
Role Description The Financial Advisor role is a full-time remote position responsible for guiding customers in selecting suitable life insurance and financial solutions. On a day-to-day basis, the Financial Advisor will assess clients’ financial goals, analyze their current financial situation, and recommend appropriate insurance, investment, and retirement products. The role includes preparing and presenting financial plans, explaining product features and benefits, and supporting clients through policy applications and ongoing servicing. The Financial Advisor will also monitor market and product developments, maintain accurate client records, and collaborate with internal teams to ensure a seamless customer experience.
Qualifications
Candidates should possess skills in Financial Planning and Financial Advisory to assess client goals and recommend suitable solutions.
Candidates should possess knowledge of Finance and Investments to explain product options and support informed decision-making.
Candidates should possess expertise in Retirement Planning to help clients prepare for long-term income and protection needs.
Strong communication, interpersonal, and relationship-building skills to engage with diverse clients and explain complex concepts clearly.
Ability to work independently in a remote environment, manage time effectively, and meet sales and service targets.
Prior experience in insurance, banking, or financial services is preferred.
A bachelor’s degree in finance, business, economics, or a related field is beneficial, along with relevant certifications in financial planning or advisory.

Work arrangement
Yes