Insurance Advisor

Job description:

Job Title: Insurance Advisory

Location: Sector 75, Mohali
Salary: ₹18,000 – ₹22,000 per month + Attractive Incentives (Performance-based)

Key Roles & Responsibilities:

1. Sales & Business Development

• Identify and approach potential clients through cold calling, networking, and referrals.

• Pitch and sell life insurance policies, health cover plans, and related financial products.

• Assist customers in understanding product benefits and selecting the right policy.

2. Client Advisory & Relationship Management

• Provide personalized insurance solutions based on client needs, family requirements, and financial goals.

• Maintain long-term relationships with clients through regular follow-ups and policy reviews.

• Deliver excellent customer service and address all queries regarding insurance coverage, premiums, and claims.

3. Compliance & Documentation

• Ensure accurate documentation for all insurance applications.

• Follow IRDAI regulations and company compliance policies.

• Stay updated with the latest insurance products, riders, and government guidelines.

4. Reporting & Targets

• Meet assigned monthly/quarterly sales targets.

• Maintain records of leads, meetings, sales conversions, and renewals.

• Share performance reports with the team leader/manager.

Key Skills & Competencies:

• Good communication and interpersonal skills.

• Ability to build trust and long-term client relationships.

• Sales-driven attitude with customer-first approach.

• Basic knowledge of life insurance products and financial planning (training will be provided).

• Proficiency in MS Office and basic documentation.

Eligibility Criteria:

• Minimum Qualification: Graduate (Any Stream).

• Experience: 1–2 years (experienced with interest in finance/insurance may apply).

• Certification: IRDAI License (preferred) or willingness to obtain after joining.

Benefits:

• Attractive salary + incentives + performance bonuses.

• Structured training and professional certification support.

• Career growth opportunities in financial services.

• Chance to build a long-term career in insurance & wealth management.

Job Type: Full-time

Work Location: In person

• It is a Full Time Customer Support / TeleCaller job for candidates with 6 months - 2 years of experience.

More about this Insurance Advisor job

1. What is the eligibility criteria to apply for this Insurance Advisor job?
   Ans: The candidate should be Graduate and above and above with 6 months - 2 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹18000 - ₹22000 per month that depends on your interview. It's a Full Time job in Mohali.
3. How many working days are there for this Insurance Advisor job?
   Ans: This Insurance Advisor job will have 5 working days.
4. Are there any charges applicable while applying or joining this Insurance Advisor job?
   Ans: No, there is no fee applicable for applying this Insurance Advisor job and during the employment with the company, i.e., RICH ROBUST.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Insurance Advisor role?
   Ans: There is an immediate opening of 2 Insurance Advisor at RICH ROBUST
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Customer Support / TeleCaller job.
8. What are the timings of this Insurance Advisor job?
   Ans: This Insurance Advisor job has Day Shift.