Company Description SBI Life Insurance Co. Ltd., one of India’s most trusted life insurance companies, offers a wide range of protection, pension, savings, and health solutions for individual and group customers. With an extensive presence across the country through over a thousand offices, a large employee base, and a robust network of agents and partners, the company focuses on making insurance accessible to all. SBI Life emphasizes a customer-first approach, world-class operational efficiency, and hassle-free claim settlement, supported by strong ethical standards and ongoing digital enhancement. The company is listed on the BSE and NSE and manages significant assets under management, reflecting its financial strength and market presence. SBI Life also promotes a healthy, flexible work environment and actively invests in CSR initiatives in areas such as child education, healthcare, disaster relief, and environmental sustainability. Role Description This is a full-time, in office Financial Advisor role based in Bhilai. The Financial Advisor will engage with existing and prospective customers to understand their financial goals and recommend suitable life insurance, protection, savings, and retirement solutions from SBI Life’s product portfolio. Daily responsibilities include conducting financial needs assessments, planning and presenting customized proposals, and explaining product features, benefits, and terms in a clear and compliant manner. The role involves regular follow-ups, managing customer relationships,



coordinating with branch and back-office teams for documentation and policy servicing, and maintaining accurate records of client interactions and sales activities. The Financial Advisor is also expected to stay updated on market trends, regulatory guidelines, and company offerings, while meeting defined sales and service targets in a professional and customer-centric manner. Qualifications
• Strong Financial Planning and Financial Advisory skills, with the ability to assess client needs and design appropriate solutions.
• Solid understanding of Finance and Investments, including risk profiles and long-term wealth-building strategies.
• Knowledge of Retirement Planning, with experience structuring pension and long-term savings plans.
• Excellent communication, interpersonal, and customer service skills, with the ability to explain complex concepts in simple terms.
• Proven sales or client-facing experience in financial services, insurance, banking, or related sectors is preferred.
• Bachelor’s degree in finance, commerce, business, economics, or a related field; relevant certifications in financial planning or insurance are an advantage.
• Strong ethical standards, attention to detail, and commitment to regulatory compliance and documentation accuracy.
• Ability to work on-site in Bhilai, manage time effectively, and achieve individual targets while collaborating with local branch teams.

📌 Financial Advisor (Raipur)
🏢 SBI Life Insurance Co.
📍 Raipur