Insurance Advisor

Key Skills

Selling Skills

Job Description

We are looking for a result-driven insurance advisor to be responsible for providing financial advice to clients on retirement planning, investing in the future, saving for education, and life insurance protection. The insurance advisor will generate leads, meet with clients, complete a financial needs analysis, and present them with customized financial proposals. You should thereafter discuss and market insurance options that suit their needs.

To be successful as an insurance advisor, you should stay up to date with the latest products and benefits and inform clients of these offerings. Ultimately, a top-notch Insurance Advisor should offer specialized guidance and advice on areas of concern and empower people to live better lives.

Insurance Advisor Responsibilities:

Meeting with clients.

Offering specialized financial guidance and advice.

Completing financial needs analyses.

Creating and explaining customized plans.

Utilizing knowledge of tax investment strategies.

Assessing clients' financial portfolios.

Analyzing clients' risk. -Encouraging clients to invest in the future.
  • Experience

    0 - 6 Years

  • No. of Openings

    20

  • Education

    Higher Secondary, Secondary School, Any Bachelor Degree

  • Role

    Insurance Advisor

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Part Time

  • Work Location Type

    Work from Home

  • Face interview location

    Hoshangabad

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