Insurance Financial Advisor

About the role

EFU Life Assurance, Pakistan's first private-sector life insurance company, is hiring a full-time, on-site Insurance Financial Advisor for its Crescent Zone in Karachi. The advisor meets clients to understand their financial goals, risk tolerance and protection needs, and recommends life insurance, investment-linked, retirement and education planning solutions.

Key responsibilities

• Prospect and onboard new clients
• Conduct financial needs analyses and present product options
• Guide clients through proposal, documentation and policy issuance
• Review portfolios and support claims and policy servicing
• Maintain accurate records and stay current on products, regulations and market trends
• Work with the sales team and management to meet individual and team targets

Required profile

• Bachelor's degree in Finance, Business, Economics or a related field preferred
• Relevant certifications in financial planning or insurance are an advantage
• Prior experience in life insurance, financial advisory or banking is beneficial; motivated entry-level candidates may also be considered
• Strong communication, interpersonal and negotiation skills, with a customer-focused mindset and ethical standards
• Ability to work toward sales targets with good time management and organization

Required skills

• Financial planning and retirement planning
• Insurance and investments
• Basic understanding of financial markets, risk and return