Company Description HDFC Life is one of India’s leading private life insurance companies, offering a wide range of individual and group insurance solutions. It is a joint venture between Housing Development Finance Corporation Limited (HDFC), a premier housing finance institution in India, and abrdn plc, a major financial services provider in the United Kingdom.

The company’s diverse product portfolio covers protection, pension, savings, investment, and health needs, with customizable plans enhanced by optional riders at nominal cost. With about 500 branches across over 900 cities and towns in India and a liaison office in Dubai, HDFC Life provides strong market coverage supported by a robust base of Financial Consultants. Potential team members can learn more about the organization and its offerings on www.hdfclife.com.

Role Description The Financial Sales Consultant is a full-time, hybrid role based in Cuttack, with some work-from-home flexibility. The role involves meeting prospective and existing customers, understanding their financial goals, and recommending suitable life insurance and investment solutions from HDFC Life’s product portfolio.

The consultant will conduct financial and retirement planning discussions, explain product features and riders, and support customers through the onboarding and documentation process.



Daily responsibilities include achieving sales targets, maintaining strong client relationships, coordinating with branch teams, and ensuring compliance with regulatory and company policies. The role also requires regular follow-ups, providing post-sale support, and staying updated on product changes and market trends.

Qualifications

- Generate Leads from primary as well as Secondary Market.
- Solid foundation in Financial Planning and Retirement Planning to assess customer needs and recommend appropriate solutions.
- Knowledge of Investments and Finance to explain product benefits and compare alternatives clearly and accurately.
- Solid Analytical Skills to interpret customer profiles, financial data, and market information for effective recommendations.
- Excellent communication and interpersonal skills to build trust, conduct client meetings, and present solutions convincingly.
- Previous experience in financial services, insurance, banking, or sales is preferred; fresh graduates with high motivation may also be considered.
- Ability to work in a target-driven environment, manage time effectively, and handle both branch-based and remote work.
- Bachelor’s degree in finance, commerce, business, or a related field is advantageous; relevant certifications in insurance or financial planning are a plus.

📌 Financial Sales Consultant (Cuttack)
🏢 HDFC Life
📍 Cuttack