Financial Advisor

Job Title: Financial Advisor / Life Insurance Advisor

Company: Tata AIA Life Insurance

Office Location: Begumpet, Hyderabad

Job Type: Full-Time / Commission-Based / Flexible

Job Summary

We are looking for motivated and result-oriented Financial Advisors / Life Insurance Advisors to join our team at Tata AIA Life Insurance. The role involves helping individuals and families secure their financial future by recommending suitable life insurance and investment solutions. Advisors will build long-term client relationships and generate business through networking, referrals, and financial consultations. �

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Roles & Responsibilities

Identify potential customers through networking, referrals, and field activities.

Understand clients’ financial goals and insurance requirements.

Explain and present suitable life insurance and financial protection plans.

Provide financial planning solutions including savings, retirement, and protection plans.

Generate new business and achieve monthly / quarterly sales targets.

Build and maintain strong long-term client relationships.

Assist customers with policy documentation, proposals, and application processes.

Follow up with clients for renewals and provide post-sales support.

Maintain proper records of client interactions and sales activity.

Stay updated with new insurance products and regulatory guidelines. �

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Preferred Industry Candidates

Candidates with experience in the following industries are highly preferred:

Life Insurance / General Insurance

Banking / NBFC

Financial Services / Wealth Management

Mutual Funds / Investment Advisory

Real Estate Sales

Direct Sales / Field Sales

Credit Card Sales / Loan Sales

Relationship Manager roles

Business Development / B2C Sales

Key Skills Required

Strong communication and presentation skills

Sales and negotiation abilities

Client relationship management

Financial planning knowledge

Networking and lead generation skills

Self-motivated and target-driven mindset

Eligibility

Minimum 12th Pass / Graduate preferred

Experience in sales, banking, insurance, or financial services is an advantage

Freshers with good communication skills can also apply