Company Description India First Life Insurance Company, in association with Bank of Baroda, offers a range of life insurance and financial solutions designed to help individuals and families protect their future and achieve long-term financial goals. The organization focuses on customer-centric services, providing products that support savings, protection, retirement, and investment needs. With the backing of a major banking partner, the company leverages strong distribution networks and financial expertise to reach diverse customer segments. Team members are encouraged to deliver ethical, transparent, and personalized financial guidance while working within a supportive and compliance-driven environment. Role Description This is a part-time remote role for a Financial Advisor at India First Life Insurance Company Bank of Baroda. The Financial Advisor will engage with clients to understand their financial goals, risk tolerance, and life-stage needs, and recommend suitable life insurance and investment solutions. Day-to-day responsibilities include conducting virtual consultations, preparing financial plans, reviewing existing policies and portfolios,



and explaining product features and advantages in clear, accessible language. The role involves ongoing client relationship management, regular follow-ups to track progress, and adjustments to plans as circumstances change. The Financial Advisor will also stay updated on financial products, regulatory guidelines, and market trends to offer informed, compliant advice while maintaining accurate records of client interactions. Preferred Skills & Qualifications (Training Provided) Training and continuous support will be provided to help candidates develop the required skills and knowledge in Financial Planning, Investments, Financial Advisory, and Retirement Planning. A background in finance, economics, or business, along with good communication, analytical, and interpersonal skills, would be an added advantage. Prior experience in banking, insurance, or financial services is beneficial but not mandatory. We value a willingness to learn and grow. The necessary technical knowledge and practical skills will be imparted through structured training.

📌 Financial Advisor (Bardez)
🏢 India First Life Insurance Company Bank of Baroda
📍 Bardez