
Job Title: Insurance Advisor
Company: HDFC
Location: Ghansoli
Employment Type: Full-time / On-roll
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Job Summary:
The Insurance Advisor is responsible for identifying prospective customers, understanding their financial needs, and offering suitable insurance solutions. The role involves promoting various life, health, or general insurance products.
Key Responsibilities:
Understand customer requirements and recommend suitable insurance plans (life, health, General etc.).
Explain policy features, benefits, and terms clearly to clients.
Maintain strong customer relationships through regular follow-ups and service.
Ensure complete documentation and compliance with company and IRDAI guidelines.
Participate in marketing and promotional activities organized by the company.
Stay updated with new insurance products, market trends, and competitor offerings.
Required Skills and Qualifications:
Minimum qualification: HSC (With one year experience on paper.) Graduate (any stream).
Good communication and interpersonal skills.
Ability to understand customer needs and provide suitable solutions.
Basic computer knowledge (MS Office, CRM tools).
Prior experience in insurance or financial sales will be an added advantage.
Key Competencies:
Customer-centric approach
Self-motivated and result-driven
Confidence and persistence
Negotiation and problem-solving skills
Benefits:
Attractive incentives and performance bonuses
Career growth opportunities within the organization
Training and development support