We are seeking a motivated and customer-focused Insurance Advisor to join our team. The ideal candidate will be responsible for identifying clients' insurance needs and providing appropriate solutions through life, health, or general insurance products. The role involves building long-term relationships with clients, ensuring customer satisfaction, and achieving sales targets.
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Key Responsibilities:
Identify and approach potential clients through cold calling, referrals, or networking.
Understand clients’ financial goals and recommend suitable insurance products.
Provide accurate information about insurance plans including term plans, health insurance, investment-linked policies, etc.
Maintain up-to-date knowledge of insurance products, regulations, and market trends.
Conduct regular follow-ups to ensure customer retention and satisfaction.
Help clients with claim processing and policy renewals.
Achieve monthly and annual sales targets.
Maintain detailed records of client interactions and transactions.