We are seeking a motivated and customer-focused Life Insurance Advisor to help clients choose appropriate life insurance policies that meet their financial goals and protection needs. The role involves sales, client relationship management, and ongoing policy servicing.
Key Responsibilities
Identify and approach potential clients through networking, referrals, and leads
Assess clients’ financial needs and recommend suitable life insurance plans
Explain policy features, benefits, and terms clearly
Achieve sales targets and business development goals
Maintain long-term relationships with clients for renewals and upselling
Assist clients with documentation and policy processing
Provide after-sales service including claim assistance and policy updates
Stay updated on new insurance products and industry regulations