Job Description: Financial Adviser
Position: Insurance Adviser
Location: [Insert Location]
Employment Type: Full-time/Part-time
Salary: [Insert Salary Range] + Commission
Job Summary:
We are seeking a motivated and customer-focused Insurance Adviser to join our team. The Insurance Adviser will be responsible for providing expert advice to clients on insurance products and services, helping them make informed decisions about their coverage needs. This role involves building strong relationships with clients, understanding their financial situations, and offering tailored insurance solutions.
Key Responsibilities:
Understand clients insurance needs and provide expert advice on available products.
Offer customized insurance solutions, including life, health, property, and casualty insurance.
Educate clients on policy terms, benefits, and costs, ensuring clarity and transparency.
Manage client relationships and provide exceptional customer service.
Conduct periodic reviews of existing policies and offer updates or improvements.
Ensure compliance with all regulatory and company standards.
Maintain detailed and accurate client records.
Collaborate with other team members and departments to deliver a seamless customer experience.
Stay up-to-date with industry trends, product knowledge, and changes in insurance regulations.
Qualifications:
Proven experience as an insurance adviser, agent, or similar role (preferred but not required).
Excellent communication and interpersonal skills.
Ability to explain complex insurance concepts in simple terms.
Strong organizational skills and attention to detail.
A customer-first attitude with a commitment to providing personalized service.
Relevant certifications (., IRDAI certification) or willingness to obtain them.
Proficiency in using insurance software and tools.
Experience
0 - 1 Years
No. of Openings
8
Education
Secondary School, Post Graduate Diploma
Role
Financial Advisor
Industry Type
Banking / Financial Services / Stock Broking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Face interview location
Urbanac business park TATA croma building 2nd floor