Financial Advisor

About the job

Company Description EFU Life Assurance Ltd. is a leading life and health insurer and Family Takaful operator in Pakistan’s private sector, with a strong legacy since 1992 as the first private life insurance company in the country. The organization is recognized as a trusted provider of comprehensive financial planning and protection solutions for individuals and families. EFU Life promotes a culture that supports growth, nurtures talent, and encourages people to strive for excellence in their careers. Its corporate values are rooted in integrity, ethical conduct, and honesty, and the company welcomes team members from diverse backgrounds and professions. EFU Life is committed to helping build a future where financial security and wellbeing are accessible to all.
Role Description This is a full-time, on-site Financial Advisor role based in Karāchi. The Financial Advisor will meet with clients to understand their financial goals, risk tolerance, and personal circumstances, and will recommend suitable financial planning, insurance, and investment solutions. Responsibilities include developing customized financial plans, explaining life and health insurance products and Takaful offerings, and assisting clients with retirement planning and wealth protection strategies. The role involves regular follow-ups with clients, maintaining accurate records of client interactions, and staying current with market trends, company products, and regulatory requirements. The Financial Advisor will collaborate with internal teams to ensure excellent client service and contribute to business growth through ethical, client-centric advisory practices.
Qualifications

 

• Strong skills in Financial Planning and Financial Advisory to assess client needs and recommend appropriate solutions.
• Foundational knowledge of Finance and Investments to explain product features, risk, and potential returns.
• Competence in Retirement Planning to design long-term strategies that support client financial security.
• Excellent communication and interpersonal skills, with the ability to build trust and long-lasting client relationships.
• Prior experience in insurance, banking, or financial services is highly beneficial.
• Bachelor’s degree in Finance, Business, Economics, or a related field; relevant certifications are an advantage.
• Strong analytical and problem-solving abilities, with attention to detail and adherence to ethical standards.
• Ability to work on-site in Karāchi, manage a client portfolio, and meet performance and regulatory requirements.

Benefits found in job post

Medical insurance.