Company Description TataAia Life Insurance is a distinguished company located in Bhadreswar, West Bengal, India. With a reputation for trust and reliability, TataAia Life Insurance is committed to providing comprehensive life insurance solutions to individuals and families. The organization seeks to empower financial security and peace of mind through its wide range of insurance products. At TataAia Life Insurance, employees are valued for their contributions and are provided with opportunities to grow within a supportive work environment. Role Description This is a full-time, on-site role for a Financial Advisor located in Sonipat. The Financial Advisor will be responsible for offering personalized financial advice, preparing financial plans, managing client portfolios, and assisting clients in retirement planning and investment decision-making. The role involves analyzing financial information to identify trends, preparing strategies for growth and stability, and building long-term relationships with clients by understanding their unique needs. Qualifications Expertise in Financial Planning and Retirement Planning Strong knowledge of Finance and Investment strategies Proficient in delivering Financial Advisory services to diverse clients Strong analytical, problem-solving, and decision-making skills Excellent interpersonal and communication skills to build client relationships Ability to work effectively in an on-site team environment Proven track record in achieving sales targets in financial services is a plus Bachelor's degree in Finance, Economics, Business Administration, or a related field Relevant certifications like CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are highly advantageous