Company Description Life Insurance Corporation of India (LIC) is a government-owned life insurance corporation, founded in 1956 and headquartered in Mumbai, Maharashtra. As a leading player in India’s life insurance sector, LIC offers a comprehensive range of products including life and health insurance, pension plans, ULIPs, group schemes, and micro insurance. The organization serves a broad spectrum of residential and non-residential customers through an extensive network of agents and branches across India and overseas.

LIC focuses on financial protection and long-term wealth creation, providing stable career opportunities and growth for professionals in the insurance and financial services domain.

Role Description This is a full time Financial Advisor role based in Kolkata, with a hybrid work arrangement that allows some work from home.

The Financial

Advisor will engage with clients to understand their financial goals and risk profiles, and recommend suitable LIC insurance, investment, and retirement solutions. Day-to-day responsibilities include conducting financial needs assessments, presenting product options, preparing proposals, and supporting clients through the policy lifecycle. The role involves maintaining long-term client relationships, following up on renewals,



and staying updated on LIC product offerings and regulatory guidelines.

The Financial

Advisor will collaborate with branch teams and management to achieve sales and service targets while upholding ethical standards and customer-centric practices.

Qualifications

- Candidates should possess skills in Financial Planning and Retirement Planning to assess client needs and design appropriate solutions.
- Candidates should possess Finance and Investments skills to explain product features, returns, and risk profiles clearly.
- Candidates should possess Financial Advisory skills to provide objective, compliant, and client-focused recommendations.
- Strong interpersonal and communication skills, with the ability to build trust and long-term client relationships.
- Basic proficiency in using digital tools and online platforms for client communication, documentation, and reporting.
- Ability to work independently, manage time effectively, and meet defined sales and service targets.
- Prior experience in insurance, banking, or financial services is an advantage but not mandatory.
- A minimum of a high school diploma; a bachelor’s degree in finance, commerce, business, or related fields is preferred.

📌 Financial Advisor (Kolkata)
🏢 Life Insurance Corporation of India
📍 Kolkata