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HomeCompaniesAditya Birla Capital LimitedField Sales AdvisorLucknow (India)

Field Sales AdvisorLucknow (India)

Lucknow
Not Disclosed
2 to 6 Yrs
Full time
3/23/2026
Salary Range
Not Disclosed
Experience
2 to 6 Yrs
Job Location
Lucknow
Remote Work Policy
Not specified
Visa Sponsorship
Not specified
Relocation
Not specified
Skills
Financial PlanningRetirement PlanningSalesLife InsuranceNeed AnalysisCustomer Relationship ManagementNetworkingReferralsLead GenerationRegulatory ComplianceChilds future planningProviding Financial AdviceManaging InvestmentsIndustry Knowledge
Industry
BFSI
Hiring Status
ACTIVELY HIRING
Hiring Contact
AB
Aditya Birla Capital Limited
Recruiter

Job Description

Role Overview

As a Field Sales Advisor (Financial Advisor) at Aditya Birla Sun Life Insurance Company Ltd in Lucknow, you will be responsible for financial planning, retirement planning, child's future planning, providing financial advice, and managing investments. This role offers flexibility with the option to work from home or the office with versatile hours.

Key Responsibilities

- Meet and exceed sales targets by selling life insurance policies. - Conduct need analysis to understand customers' financial goals and risk tolerance. - Provide expert advice on life insurance products and services. - Build and maintain strong relationships with clients, ensuring customer satisfaction. - Identify and pursue new business opportunities through networking, referrals, and lead generation. - Stay up-to-date on industry trends, products, and regulatory requirements. - Collaborate with internal teams (e.g., underwriting, claims) to ensure a seamless customer experience. - Maintain accurate records and reports on sales activities and customer interactions. - Participate in training and development programs to enhance sales and product knowledge.

Qualifications Required

- Relevant sales experience (preferably in life insurance). - Strong communication, interpersonal, and negotiation skills. - Ability to understand customer needs and provide tailored solutions. - Knowledge of life insurance products, services, and industry regulations. - Proven track record of meeting sales targets. - Bachelor's degree (preferably in business or related field). (Note: No additional details of the company were present in the provided job description.)