Remote Financial Advisor

About the role

EFU Life Assurance Ltd., a life and health insurer and Family Takaful operator in Pakistan's private sector founded in 1992, is hiring a full-time remote Financial Advisor. The advisor gives clients personalized guidance so they can choose insurance, Takaful and investment solutions that fit their goals.

Key responsibilities

• Conduct virtual consultations and assess client needs
• Prepare financial plans and recommend strategies for savings, retirement, protection and wealth creation
• Maintain ongoing client relationships and monitor portfolios, adjusting plans as circumstances change
• Collaborate with internal teams to stay up to date on products, market trends and regulatory requirements
• Meet defined performance and service quality targets

Required profile

• Strong financial planning and advisory skills to craft tailored client solutions
• Solid finance and investments skills to analyse products, markets and portfolio performance
• Focused retirement planning skills
• Excellent communication, client relationship management and consultative sales skills
• High ethical standards, attention to detail and strong analytical and problem-solving abilities
• Relevant academic background in Finance, Business, Economics or a related field preferred; professional certifications are an advantage
• Comfort with remote work tools, basic digital literacy and the ability to work independently toward clear targets are beneficial