Financial Advisor

Company Description Life Insurance Corporation of India (LIC) has been a cornerstone of life insurance in India for more than a century, serving one of the world’s largest populations. LIC focuses on increasing awareness of the importance of life insurance and financial protection across diverse communities. Through its wide range of products and services, LIC aims to safeguard individuals and families “with life and beyond,” emphasizing long-term security and stability. As a trusted public sector institution, LIC offers professionals the opportunity to contribute to meaningful financial solutions that support customers throughout their life journeys.
Role Description This is a full-time Financial Advisor role based in Mumbai with a hybrid work arrangement, allowing for a mix of in-office and work-from-home days. The Financial Advisor will meet with individual and institutional clients to assess their financial needs, explain LIC’s insurance and investment products, and recommend suitable solutions aligned with long-term goals. Daily responsibilities include preparing financial plans, conducting product presentations, following up with leads, maintaining client records, and supporting policy issuance and servicing. The role also involves monitoring market and regulatory developments, organizing client education sessions, and collaborating with LIC teams to ensure a high standard of customer experience and ethical advisory practices.
Qualifications
Strong Financial Planning and Financial Advisory skills to analyze client needs and recommend appropriate solutions.
Solid understanding of Finance and Investments to explain insurance-linked and savings products clearly.
Experience or knowledge in Retirement Planning to help clients plan for long-term income security.
Excellent communication and interpersonal skills, with the ability to build trust and long-term client relationships.
Ability to work in a hybrid environment, manage time effectively, and handle multiple client engagements.
Bachelor’s degree in finance, economics, business, or a related field is preferred; relevant certifications in financial advisory or insurance are an advantage.
Basic proficiency with digital tools and CRM systems for client tracking and reporting.
Commitment to ethical conduct, regulatory compliance, and continuous learning in financial services.

Work arrangement
Hybrid