As a Life Advisor, you will play a crucial role in helping clients navigate their personal and financial goals. Your guidance will empower individuals to make informed decisions about their lives. This part-time position offers the flexibility of working from home.
Key Responsibilities:
- Client Consultation: You will meet with clients to understand their needs, goals, and aspirations. This helps in providing tailored advice that aligns with their personal circumstances.
- Financial Planning: Assist clients in creating effective financial plans. You'll discuss budgeting, investments, and savings strategies to help them achieve their financial objectives.
- Product Knowledge: Stay updated on various life insurance and investment products. This enables you to recommend the best options to clients based on their unique situations.
- Follow-ups: Regularly check in with clients to assess their progress and adjust plans as necessary. This ensures they remain on track to meet their goals.
- Customer Service:
Provide exceptional service and maintain strong relationships with clients. Address their queries and concerns promptly to build trust and satisfaction.
Required Skills and Expectations:
Candidates should possess strong communication skills to engage effectively with diverse clients. A good understanding of basic financial concepts is essential. You should be self-motivated and disciplined, able to manage your time effectively while working from home. Additionally, a willingness to learn and adapt in a agile environment is important for success in this role.
- Experience
0 - 6 Years
- No. of Openings
50
- Education
12th Pass
- Role
Life Advisor
- Industry Type
Insurance / Claims
- Gender
[ Male / Female ]
- Age Limit
18 - 40 Yrs.
- Job Country
India
- Type of Job
Part Time
- Work Location Type
Work from Home
- Walk-in interview location
4 Mango lane Kolkata 700001
- Walk-in Date
17/08/2026 - 30/09/2026
- Walk-in Time
11:00 AM - 03:30 PM
📌 Life Insurance Advisor Jobs For Freshers - Kolkata
🏢 HDFC Life Insurance
📍 Kolkata
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