Financial Planning Advisor | Life Insurance (India)

Financial Planning Advisor | Life Insurance (India)

13 Aug
|
SMS Associates partners with Tata AIA Life Insurance
|
India

13 Aug

SMS Associates partners with Tata AIA Life Insurance

India

Join SMS Associates – Partner of Tata AIA Life Insurance

Build a Rewarding Career in Financial ServicesSMS Associates is a trusted partner of Tata AIA Life Insurance, committed to helping individuals and families protect their financial future through life insurance, retirement planning, savings, child education planning, and wealth creation solutions.
We are looking for enthusiastic, self-driven individuals who are passionate about building relationships and making a meaningful difference in people's lives as Licensed Life Insurance Agents and Financial Planning Advisors.
Whether you are an experienced financial professional or someone looking to start a rewarding new career, we provide the training, mentorship, and support needed to help you succeed.

About SMS AssociatesSMS Associates partners with Tata AIA Life Insurance to deliver comprehensive life insurance and financial planning solutions across India.
Our focus is on:
- Customer-first financial advisory
- Ethical and transparent business practices
- Long-term client relationships




- Professional development and continuous learning
- Performance-based career growth
- Access to Tata AIA's comprehensive range of insurance and wealth solutions

Key Responsibilities
- Understand clients' financial goals and protection needs.
- Recommend suitable life insurance, savings, retirement, child education, and wealth creation solutions.
- Build and maintain long-term client relationships.
- Generate business through networking, referrals, digital platforms, and personal contacts.
- Provide ongoing policy servicing and annual financial reviews.
- Maintain accurate client records and ensure compliance with IRDAI regulations.
- Participate in regular training programs and product updates.

QualificationsPreferred qualifications include:
- Bachelor's degree in Finance, Commerce, Business Administration, or a related field (preferred but not mandatory).
- Robust communication and interpersonal skills.
- Customer-centric appr

📌 Financial Planning Advisor | Life Insurance (India)
🏢 SMS Associates partners with Tata AIA Life Insurance
📍 India

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