Company Description Aditya Birla Sun Life Insurance Company Limited (ABSLI), established in 2000, is a joint venture between the Aditya Birla Group, a leading Indian conglomerate, and Sun Life Financial Inc., a global financial services organization based in Canada. Combining strong local market knowledge with international insurance and investment expertise, ABSLI focuses on providing robust financial protection and long-term solutions for customers. The company ranks among the top private life insurance providers in India and is recognized for driving innovation and industry standards. ABSLI introduced key customer-centric practices such as the “Free Look Period,” pioneering Unit Linked Life Insurance plans, and monthly portfolio disclosures. Its comprehensive product suite includes term plans, life stage products, health plans, and retirement plans, designed to support diverse financial goals. Role Description The Insurance Financial Advisor is a part-time remote role focused on helping clients understand and select suitable life insurance and investment solutions. Day-to-day responsibilities include assessing clients’ financial needs, explaining ABSLI’s product offerings, and recommending appropriate insurance and investment plans aligned with long-term financial and retirement objectives. The advisor will conduct virtual consultations, prepare basic financial illustrations,



and support clients through the application and policy servicing processes. This role also involves maintaining accurate records, following regulatory and company compliance guidelines, and staying updated on product changes and market trends. The advisor will collaborate with internal teams as needed to ensure timely resolution of client queries and a high standard of service. Qualifications
• Candidates should possess skills in Financial Planning and Retirement Planning to analyze client goals and design suitable long-term strategies.
• Candidates should possess skills in Finance and Investments to interpret basic financial data, explain investment-linked products, and support wealth-building decisions.
• Candidates should possess skills in Insurance to clearly communicate policy features, coverage options, and risk protection benefits.
• Robust client relationship management and communication skills, including the ability to explain financial concepts in simple terms.
• High degree of integrity, professionalism, and adherence to regulatory and ethical standards.
• Comfort with remote work tools and basic digital literacy for online meetings, documentation, and reporting.
• Prior experience in insurance, banking, or financial services is an advantage.
• Relevant academic background in finance, commerce, business, or a related field is preferred.

📌 Insurance Financial Advisor (Mumbai)
🏢 Aditya Birla Sun Life Insurance
📍 Mumbai