Company Description SBI Life Insurance Co. Ltd., one of India's most trusted life insurance companies, serves millions of families across the country with protection, pension, savings, and health solutions for both individuals and groups. The company operates with a robust Customer-First approach, emphasizing ethical service standards, efficient operations, and smooth claim settlement. With a nationwide presence through over a thousand offices, a large employee base, and an extensive network of agents, corporate partners, and bancassurance channels, SBI Life strives to make insurance accessible to all. The organization is listed on BSE and NSE, maintains robust capital and assets under management, and invests in enhancing digital experiences for customers, distributors, and employees. SBI Life also fosters a healthy, flexible work environment and actively contributes to social causes such as education, healthcare, disaster relief, and environmental initiatives.
Role Description This is a full-time, on-site Financial Advisor role based in Chennai. The Financial Advisor will meet with existing and prospective customers to understand their financial goals and recommend suitable life insurance, savings, retirement, and protection plans. Responsibilities include conducting detailed financial needs analysis, preparing customized proposals, explaining product features and benefits,



and supporting customers through the application and policy issuance processes. The role involves regular follow-up with clients, maintaining accurate records, achieving sales and service targets, and staying up to date on SBI Life's product portfolio and regulatory guidelines. The Financial Advisor will collaborate with branch teams and management to drive customer satisfaction, retention, and long-term relationships.
Qualifications

- Candidates should possess strong Financial Planning and Financial Advisory skills to assess client needs and provide tailored solutions.
- Candidates should possess solid Finance and Investments skills to explain product options and long-term wealth creation strategies.
- Candidates should possess Retirement Planning skills to help customers plan for future income and protection needs.
- Strong communication, interpersonal, and client relationship management skills.
- Ability to work with targets, manage time effectively, and handle multiple client engagements.
- Comfort with basic digital tools and systems used for sales, servicing, and reporting.
- Prior experience in financial services, insurance, or banking is an advantage.
- Graduate degree in any discipline; professional certifications in finance or insurance are beneficial.

📌 Financial Advisor (Chennai)
🏢 SBI Life Insurance
📍 Chennai