Insurance Advisor

The Insurance Advisor is responsible for advising clients on suitable insurance products based on their needs, assisting with policy sales, and providing ongoing customer support. The role focuses on building strong client relationships, achieving sales targets, and ensuring compliance with company and regulatory guidelines.

Key Responsibilities

• Identify and assess clients’ insurance needs (Life, Health, Motor, General Insurance, etc.)

• Recommend appropriate insurance plans and explain policy features, benefits, and terms

• Generate leads through referrals, cold calling, and networking

• Achieve monthly and annual sales targets

• Assist clients with proposal forms, documentation, and policy issuance

• Provide after-sales service, including renewals, endorsements, and claim assistance

• Maintain accurate records of client interactions and policy details

• Stay updated on insurance products, market trends, and regulatory changes

• Build and maintain long-term relationships with customers

Skills & Competencies

• Strong communication and interpersonal skills

• Sales and negotiation abilities

• Customer-focused approach

• Basic computer knowledge (MS Office, CRM tools)

• Ability to explain complex information in a simple manner

• Self-motivated and target-driven

Qualifications

• Minimum: 12th Pass / Graduate (preferred)

• IRDAI certification (mandatory or to be obtained after joining)

• Prior experience in insurance or sales is an added advantage

Experience

• 0–5 years (Freshers can apply; training will be provided)

Compensation & Benefits

• Attractive commission and incentive structure

• Performance-based bonuses

• Training and career growth opportunities

• Flexible working hours (as applicable)

Work Location

• Field / Office / Hybrid (as per company requirement)

• It is a Part Time Field Sales job for candidates with 6 months - 1 years of experience.