INSURANCE ADVISOR

Recruation Placement Consultancy

Job Description: Insurance Advisor

Position Title: Insurance Advisor

Department: Sales & Business Development

Location: [Specify Location]

Reports To: Sales Manager

Job Summary

We are seeking proactive and customer-focused Insurance Advisors to join our team. The role involves understanding clients' insurance needs, offering suitable policies, and building long-term relationships. This is an excellent opportunity for individuals passionate about helping others while achieving professional growth in the insurance sector.

Key Responsibilities

Client Acquisition & Relationship Management

Identify potential clients and assess their insurance requirements.

Build and maintain relationships with clients to understand and cater to their financial and insurance needs.

Educate clients about various insurance products and their benefits.

Policy Recommendations

Suggest appropriate insurance policies (life, health, vehicle, or other types) based on the clients needs and goals.

Provide detailed information on policy terms, conditions, premiums, and benefits.

Assist clients in choosing the best policy options.

Sales & Business Development

Meet and exceed sales targets set by the management.

Conduct regular follow-ups with existing clients for policy renewals and cross-sell opportunities.

Organize promotional activities, including presentations and campaigns, to generate leads.

Customer Support

Assist clients in filing claims and address any issues promptly.

Provide excellent after-sales support to ensure client satisfaction.

Respond to client inquiries and resolve concerns regarding policies and services.

Compliance & Reporting

Ensure adherence to all regulatory and company guidelines.

Maintain accurate and detailed records of client interactions and policy sales.

Prepare and submit regular sales reports to the management.

Key Qualifications & Skills

Education: Minimum 12th Pass; a bachelors degree is preferred.

Experience:

Prior experience in insurance sales or financia

• Experience

  0 - 1 Years

• No. of Openings

  5

• Education

  Higher Secondary

• Role

  Life Insurance 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