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Company Description Life Insurance Corporation of India (LIC) is India’s largest and most trusted life insurance provider, offering a wide range of insurance and investment products to individuals and families. With an extensive nationwide presence, LIC focuses on delivering financial security, long-term savings, and protection solutions tailored to diverse customer needs. The organization is known for its strong customer-centric values, robust financial performance, and commitment to social and economic development. LIC provides its advisors with structured training, established processes, and a recognized brand platform to build sustainable careers in financial services.
Role Description This is a full-time Insurance Financial Advisor role based in Vadodara with a hybrid work arrangement, allowing a mix of office-based and work-from-home activities. The Insurance Financial Advisor will engage with existing and potential clients to understand their financial goals and recommend suitable life insurance, investment, and retirement planning solutions from LIC’s product portfolio. Day-to-day responsibilities include prospecting and meeting clients, conducting financial needs assessments, preparing customized financial plans, and assisting clients with policy applications and documentation. The role also involves regular follow-up to ensure policy servicing, renewals, and claims support, as well as maintaining accurate records and reporting activities to supervisors. Advisors are expected to stay updated on LIC products, regulatory guidelines, and market trends, and participate in training and development programs provided by LIC.
Qualifications
- Candidates should possess strong Financial Planning and Retirement Planning skills to evaluate client needs and create appropriate long-term solutions.
- Candidates should possess a solid understanding of Finance and Investments to explain product features, returns, and risk in simple terms.
- Candidates should possess knowledge of Insurance products and principles to advise on risk protection and policy selection.
- Candidates should possess excellent communication, interpersonal, and client relationship skills to build trust and maintain a growing client base.
- Candidates should possess good analytical and numerical abilities, along with basic computer proficiency for documentation and reporting.
- Prior experience in financial services, insurance, banking, or sales is an advantage but not mandatory.
- Minimum educational qualification: higher secondary education; a bachelor’s degree in commerce, finance, business, or a related field is preferred.
- Ability to work independently, manage time effectively, and comply with regulatory and ethical standards is essential.
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