Financial Advisor

About the job

This is a part-time hybrid role for Financial Advisors, based in Tirur with flexibility for some work-from-home arrangements. The Financial Advisor will assist clients in planning their finances, including assessing individual financial goals, crafting tailored financial strategies, and identifying suitable investment or insurance solutions. Advisors will also stay updated on market trends, analyze financial products, and provide guidance on retirement and wealth planning to ensure comprehensive client support. Qualifications • Proficiency in Financial Planning and Financial Advisory to support clients in achieving their goals. • Expertise in Finance and Investments to guide clients in making well-informed financial decisions. • Knowledge of Retirement Planning to provide tailored solutions to secure clients' futures. • Excellent interpersonal and communication skills to effectively interact with clients and understand their requirements. • Strong ability to analyze financial markets and identify suitable products that align with customer needs. • Experience in sales, client relationship management, or the insurance industry is a plus. • Proficient in using digital tools and technology for communication and financial analysis.

Requirements

• Financial Planning
• Financial Advisory
• Finance
• Investments
• Retirement Planning
• Interpersonal Skills
• Communication Skills
• Digital Tools

Preferred Technologies

• Financial Planning
• Financial Advisory
• Finance
• Investments
• Retirement Planning
• Interpersonal Skills
• Communication Skills
• Digital Tools

About the company

ICICI Prudential Life Insurance Company Limited is one of India’s leading private sector life insurance providers, offering a diverse range of products tailored to secure families and achieve long-term financial goals. The company’s portfolio includes term plans, wealth plans, child education plans, and retirement plans, ensuring coverage for customers across all life stages. Renowned for its innovative products and customer-centric services, ICICI Prudential Life has received numerous accolades, including recognition for its iProtect Smart Life Cover Plan. The company is anchored in strong values, innovation, and a dedication to providing reliable financial solutions.