A Life Insurance Advisor is responsible for helping customers choose suitable life insurance and financial protection plans according to their needs. The role includes client handling, lead generation, policy sales, relationship management, and after-sales service.
Key Responsibilities:
Meet potential customers and explain life insurance products.
Understand customer financial needs and suggest suitable insurance plans.
Generate leads through references, calls, and networking.
Achieve monthly and yearly sales targets.
Build long-term relationships with clients.
Assist customers with policy documentation and claim support.
Maintain customer records and follow company compliance guidelines.
Coordinate with branch managers and sales