Part Time Employee & Financial Advisor

Company Description HDFC Life is one of India’s leading private life insurance companies, offering a broad range of individual and group insurance solutions. Formed as a joint venture between Housing Development Finance Corporation Limited (HDFC), a leading housing finance institution in India, and abrdn plc, a major financial services provider in the United Kingdom, the company combines strong local expertise with global financial experience. Its portfolio includes protection, pension, savings, investment, and health plans, with options to customize coverage through affordable riders. HDFC Life serves customers through about 500 branches across more than 900 cities and towns in India and operates a liaison office in Dubai. The company maintains a strong presence in its markets, supported by an extensive network of Financial Consultants and a focus on customer-centric solutions.
Role Description This is a full-time, remote role for a Part Time Employee & Financial Advisor at HDFC Life. The Financial Advisor will engage with prospective and existing customers to understand their financial goals and recommend suitable life insurance and investment solutions. Daily activities include analyzing client needs, explaining product features and riders, preparing basic financial illustrations, and supporting customers through the sales and onboarding process. The role involves maintaining regular contact with clients, providing ongoing policy and portfolio reviews, and ensuring accurate documentation and adherence to regulatory and company guidelines. The Part Time Employee will collaborate with internal teams, participate in periodic training sessions, and use digital tools and platforms to drive customer engagement and business growth from a remote location.
Qualifications

• Ability to work with core finance concepts, including Finance and Financial Statements.
• Strong Analytical Skills to interpret client needs and perform basic financial analysis.
• Knowledge of Financial Reporting to understand policy performance and communicate key figures.
• Effective Communication skills for client interactions, presentations, and relationship building.
• Basic understanding of insurance, investments, and personal financial planning.
• Comfort using digital tools, CRM systems, and remote communication platforms.
• Proactive, goal-oriented mindset with the ability to work independently and manage time effectively.
• Preferred: Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field.
• Preferred: Prior experience in financial services, insurance sales, or advisory roles.