“Work from Home Financial Advisor Job in Visakhapatnam – Apply Now | 10th/12th Pass Freshers Welcome”
Job Opportunity: Work-from-Home Financial Advisor – Visakhapatnam
Company: Leading Life Insurance Firm (Individual Recruiter)
Position: Financial Advisor
Location: Gajuwaka, Visakhapatnam, Andhra Pradesh (Work from Home)
Experience: Freshers Eligible
Education Required: 10th Pass (SSC), 12th Pass (HSE)
Salary Range: ₹20,000 – ₹30,000 Monthly (Performance-Based)
Employment Type: Part-Time, Remote
Job Category: Finance / Work from Home / Part-Time
Job ID: 2682335
Overview
Are you looking for a flexible part-time opportunity to earn a stable secondary income? Join one of India’s top life insurance companies as a Financial Advisor. This role is ideal for individuals seeking work-from-home options including housewives, retirees, students, and freshers. As a financial advisor, you will guide clients on personalized financial planning, insurance solutions, and long-term wealth creation while working remotely from Visakhapatnam or anywhere across India.
Key Responsibilities
1. Client Acquisition & Relationship Management
- Identify prospective clients through cold calling, referrals, social networks, and community interactions.
- Conduct personal consultations with clients to understand their financial goals and needs.
- Build strong, trust-based client relationships that promote long-term engagement.
- Tailor financial plans that align with clients’ objectives such as retirement, education, or wealth management.
- Offer continuous assistance to clients and ensure consistent, proactive communication to address their evolving financial needs.
2. Financial Planning and Advisory
- Perform financial assessments and recommend suitable insurance and investment options.
- Explain the benefits of products like life insurance, health insurance, term plans, pension plans, ULIPs, and annuities.
- Guide clients in understanding the significance of financial protection, the role of insurance in securing their future, and strategies to effectively manage financial risks.
- Continuously monitor client portfolios and suggest revisions as needed.
3. Sales & Revenue Generation
- Consistently meet or surpass the sales goals assigned on a monthly and quarterly basis to contribute to business growth.
- Convert prospects into clients through effective communication and trust-building.
- Track and record all sales, client conversations, and lead conversions.
- Maximize customer retention through regular follow-ups and superior client servicing.
4. Regulatory Compliance & Ethics
- Follow IRDAI guidelines and maintain high standards of ethics and professionalism.
- Maintain comprehensive records of all client interactions and ensure the secure handling and storage of sensitive financial data.
- Uphold data privacy and adhere to financial advisory protocols.
5. Learning & Development
- Engage in skill-building sessions and training programs facilitated by the company to enhance product knowledge and advisory capabilities.
- Stay informed about insurance trends, tax regulations, financial products, and new schemes.
- Secure and uphold all required certifications and licenses mandated by IRDAI to operate as a certified financial advisor.
- Master both traditional and digital channels for client outreach and product delivery.
Eligibility Criteria
- Minimum qualification: 10th Pass (SSC) or 12th Pass (HSE)
- Freshers are encouraged to apply
- Should possess effective communication abilities and demonstrate a proactive attitude toward learning
- Must have access to a mobile device or computer with a stable internet connection
Why Join as a Financial Advisor?
- Flexible working hours: Work from home at your convenience
- Supplementary income: Opportunity to generate reliable part-time earnings aligned with your performance and client engagement success
- Growth-oriented career: Opportunities to transition into full-time roles
- Training & support: Full assistance from an experienced insurance brand
- Inclusive hiring: Ideal for housewives, retired individuals, students, or anyone seeking part-time work
Selection Process
- Telephonic Screening
- Face-to-Face or Virtual Interview
- Training & IRDAI Certification
Job Insights
- Job Title: Financial Advisor (Remote)
- Location: Gajuwaka, Visakhapatnam (Remote Role)
- Working Hours: Flexible, Part-Time
- Vacancies: 1 Immediate Opening
- Salary: ₹20,000 to ₹30,000 Monthly (based on client conversions)
- Industry: Life Insurance / Financial Advisory
Frequently Asked Questions (FAQs)
Q1: Who can apply for this Financial Advisor role?
A: Individuals who have completed their 10th or 12th education are eligible. This role is ideal for freshers, homemakers, retired individuals, and students seeking flexible, work-from-home opportunities. Candidates who have completed their 10th or 12th education are eligible to apply. This opportunity is open to freshers, homemakers, retired professionals, and students looking for part-time work-from-home options. Any candidate with 10th or 12th qualification. Freshers, housewives, retired employees, and students are all welcome.
Q2: Is this a full-time or part-time role?
A: It is a part-time, work-from-home position.
Q3: Will there be training provided?
A: Yes, the company provides training and support, including assistance with IRDAI certification.
Q4: What is the income potential?
A: ₹20,000 to ₹30,000 per month, depending on performance and sales output.
Q5: Is this a sales-based job?
A: Yes, this role involves client acquisition, advisory, and selling financial insurance products.
About the Recruiter
This opportunity is being offered by an individual hiring on behalf of one of India’s most trusted life insurance companies. You will be associated with a reputed brand known for its excellent customer service and wide range of financial products. Whether you’re starting out or restarting your career, this platform gives you the chance to build credibility and earn income from the comfort of your home.
Conclusion* Ensure documentation is thorough and client information is securely stored.
This part-time, work-from-home Financial Advisor role offers the perfect blend of flexibility, income opportunity, and career growth. You’ll not only help clients achieve financial security but also gain industry-recognized certifications and build a strong foundation in financial services.
If you’re ready to earn from home while helping others secure their futures, apply now for the Financial Advisor – Work from Home role in Visakhapatnam!