Sales - Financial Advisor Jobs Opening in Aditya Birla capital at Lucknow
Sales - Financial Advisor
Job Description
This is a Full-Time and Part-Time hybrid role for a Sales - Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow.
The Sales - Financial Advisor will be Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments.
This Role allows for Flexibility with Work from Home or Work from Office with flexible hours.
Job Summary:
As a Sales - Financial Advisor for life insurance, you will play a crucial role in advising and guiding clients on their life insurance needs. Your primary responsibility will be to sell life insurance policies to individuals and businesses, ensuring customers receive tailored solutions to protect their financial futures.
Key Responsibilities:
1. Meet and exceed sales targets by selling life insurance policies.
2. Conduct need analysis to understand customers' financial goals and risk tolerance.
3. Provide expert advice on life insurance products and services.
4. Build and maintain strong relationships with clients, ensuring customer satisfaction.
5. Identify and pursue new business opportunities through networking, referrals, and lead generation.
6. Stay up-to-date on industry trends, products, and regulatory requirements.
7. Collaborate with internal teams (e.g., underwriting, claims) to ensure seamless customer experience.
8. Maintain accurate records and reports on sales activities and customer interactions.
9. Participate in training and development programs to enhance sales and product knowledge.
Requirements:
1. Relevant sales experience (preferably in life insurance).
2. Strong communication, interpersonal, and negotiation skills.
3. Ability to understand customer needs and provide tailored solutions.
4. Knowledge of life insurance products, services, and industry regulations.
5. Proven track record of meeting sales targets.
6. Bachelor's degree (preferably in business, finance, or related field).
7. Team Management and Recruiting
Desirable Skills:
1. Analytical and problem-solving skills.
2. Ability to work under pressure and meet deadlines.
3. Strong networking and relationship-building skills.
4. Familiarity with CRM software and sales analytics tools.
5. Digital literacy and adaptability to new technologies.
6. Good Communication skill and Client Relationship
Work Environment:
- Office-based or remote work arrangements.
- Frequent travel for client meetings and sales events (dependent on location).
Compensation and Benefits:
- Competitive salary and commission structure.
- Performance-based incentives and bonuses.
- Comprehensive benefits package (e.g., health insurance, retirement plan).
- Professional development opportunities.
Career Path:
- Agency Manager
- Senior Agency Manager
- Chief Agency Manager
- Executive Agency Manager
More information about this Sales - Financial Advisor Job
Please go through the below FAQs to get all answers related to the given Sales - Financial Advisor job
- What are the job requirements to apply for this Sales - Financial Advisor job position?
- Ans: A candidate must have a minimum of fresher as an Sales - Financial Advisor
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: B.Com, BA, BBA/BBM, 12th Pass (HSE)
- What are the salary requirements for this job?
- Ans: The salary range is between 15000 and 30000 Monthly. The Salary will depend on the interview. This Sales - Financial Advisor is a Full Time in Lucknow.
- What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
- This Sales - Financial Advisor is a work from home job?
- Ans: No ,its not a Work from Home Job.
- How many job vacancies are opening for the Sales - Financial Advisor position?
- Ans: There are immediate 1 job openings for Sales - Financial Advisor in our Organisation.
Job Particulars
About Company
Aditya Birla capital
Lucknow 
1 to 3 Years 
Salary not disclosed 
BA, BBA/BBM, MBA/PGDM
Lucknow
Freshers
Salary not disclosed
Diploma, B.Com, BA, BBA/BBM, 12th Pass (HSE)
Lucknow
Freshers
Salary not disclosed
12th Pass (HSE)
Lucknow
Freshers
Salary not disclosed
B.Com, BA, M.Com, MA
Lucknow
Freshers
Salary not disclosed
B.Com, BBA/BBM, MBA/PGDM
Lucknow
0 to 3 Years
Salary not disclosed
Diploma, BBA/BBM, 12th Pass (HSE)
Lucknow
Freshers
Salary not disclosed
B.Com(Marketing), BBA/BBM
Lucknow
Freshers
Salary not disclosed
BBA/BBM, MBA/PGDM
Lucknow
Freshers
Salary not disclosed
12th Pass (HSE)
Lucknow
1 to 3 Years
Salary not disclosed
BA
Lucknow
2 to 3+ Years
Salary not disclosed
B.Com, BA, BBA/BBM, BBS, Other Graduate
Lucknow
Freshers
Salary not disclosed
12th Pass (HSE)
Lucknow
Freshers
Salary not disclosed
M.Com, MBA/PGDM, ME/M.Tech, PG Diploma, Other Post Graduate
Hyderabad, Patna, Chandigarh, Delhi, Ahmedabad, Gurgaon, Shimla, Ranchi, Bangalore, Mumbai, Bhubaneswar, Mohali, Chennai, Lucknow, Kolkata
3+ Years
Salary not disclosed
M.Arch, BE/B.Tech, MBA/PGDM, MBS, Master of International Business 
