Company Description SBI Life Insurance Co. Ltd., incorporated in 2000 and registered with IRDAI in 2001, is among India's most trusted life insurance companies, serving millions of families across the country. The company offers a broad portfolio of Protection, Pension, Savings, and Health solutions for both individual and group customers. With a nationwide presence through over a thousand offices and a large network of employees, agents, and partners, SBI Life focuses on making insurance accessible and convenient. The organization follows a strong customer-first philosophy, emphasizing ethical practices, efficient operations, hassle-free claim settlement, and enhanced digital experiences. SBI Life also promotes a healthy and flexible work environment and actively supports CSR initiatives in education, healthcare, disaster relief, and environmental sustainability.
Role Description This full-time FINANCIAL INSURANCE ADVISOR role is based in Yamunanagar with a hybrid work arrangement, allowing a mix of office and work-from-home days. The advisor will engage with potential and existing customers to understand their financial goals and recommend suitable life insurance and related financial solutions. Daily responsibilities include conducting financial needs analysis, explaining product features and benefits, presenting customized insurance and investment plans, and assisting customers through the proposal and documentation process. The role involves maintaining regular follow-ups, supporting policy servicing and renewal activities, and collaborating with branch teams to achieve sales and customer satisfaction targets. The advisor will also stay updated on company products, regulatory requirements, and market trends to provide informed guidance and build long-term customer relationships.
Qualifications
- Candidates should possess strong Financial Planning and Finance skills to assess customer needs and design appropriate insurance and investment solutions.
- Candidates should possess solid Analytical Skills and Financial Reporting capabilities to interpret data, track performance, and ensure accurate documentation.
- Candidates should possess excellent Communication skills to explain complex financial concepts clearly, build trust, and maintain long-term client relationships.
- Relevant experience in life insurance, banking, or financial services, particularly in advisory or sales roles, is beneficial.
- A bachelor's degree in finance, commerce, business, economics, or a related field is preferred; professional certifications in financial planning or insurance are an advantage.
- Ability to work in a hybrid model in Yamunanagar, manage time effectively, and meet defined sales and service targets.
- Strong customer-centric mindset, ethical work practices, and willingness to learn and adapt to digital tools and evolving regulatory guidelines.
