Financial Advisor

About the role

The Financial Advisor is a full‑time, on‑site position based in Pilimathalawa. You will guide individuals and families in selecting appropriate life‑insurance and financial solutions, assessing their goals and creating tailored plans that cover savings, investments, retirement and risk management.

Key responsibilities

• Meet clients to understand their financial objectives and protection needs.
• Develop personalized financial plans that integrate savings, investment, retirement and risk‑management components.
• Explain Janashakthi’s life‑insurance products in clear, accessible language.
• Prepare proposals and support clients through policy onboarding and ongoing service.
• Maintain strong client relationships and conduct regular reviews to adjust plans as circumstances change.
• Collaborate with internal teams to ensure accurate and timely processing of documentation.
• Identify new business opportunities within the local community and participate in outreach or promotional activities.
• Stay updated on insurance and financial‑market trends.

Required profile

• Ability to provide comprehensive financial planning and advisory services aligned with client goals and risk profiles.
• Sound understanding of finance, investments and retirement planning.
• Strong client‑facing skills with a customer‑centric approach and high ethical standards.
• Proven experience in building long‑term relationships in insurance, banking or financial services (preferred).
• Education in finance, business, economics or related field; professional certifications are a plus.
• Willingness to work on‑site in Pilimathalawa and engage actively with the local community.

Required skills

• Proficiency with digital tools or CRM systems.
• Basic financial analysis capabilities.