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.
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
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
Minimum: 12th Pass / Graduate (preferred)
IRDAI certification (mandatory or to be obtained after joining)
Prior experience in insurance or sales is an added advantage
0–5 years (Freshers can apply; training will be provided)
Attractive commission and incentive structure
Performance-based bonuses
Training and career growth opportunities
Flexible working hours (as applicable)
Field / Office / Hybrid (as per company requirement)