Insurance Advisor

Job Title:

Life Advisor

Job Purpose:

A Life Advisor helps people choose the right life insurance plans to protect themselves and their families. The job is about understanding people’s needs, suggesting the best plans, and helping them buy and manage their policies.

Main Responsibilities:

• Talk to people to understand their life goals, income, and family needs.

• Suggest suitable life insurance plans (like term plans, savings plans, or retirement plans).

• Explain how each plan works — its benefits, premium, and terms — in simple language.

• Help clients fill out forms and complete all paperwork for new policies.

• Keep in touch with clients to remind them about renewals and support them with claims.

• Find new clients through referrals, social media, events, or networking.

• Learn about new products and stay updated on company and industry rules.

Skills Needed:

• Good communication and listening skills.

• Friendly and honest — able to build trust with clients.

• Confident in talking to people and selling insurance.

• Organized and self-motivated — able to manage your own schedule.

• Basic computer skills for using emails and CRM tools.

Qualifications:

• Minimum: 10th or 12th pass (depending on company).

• Must complete the required training and pass the insurance advisor exam.

• Sales or customer service experience is helpful but not required.

Benefits:

• Flexible working hours — can work independently.

• Unlimited earning potential through commissions and bonuses.

• Chance to build a long-term career helping others secure their future.

• Company provides training and support for growth.

Performance Goals:

• Number of new clients you bring in.

• Number of policies sold and total premium amount.

• How many clients renew their policies.

• Client satisfaction and referrals.

• It is a Full Time Sales / Business Development job for candidates with 6 months - 6+ years Experience.

More about this Insurance Advisor job

1. What is the eligibility criteria to apply for this Insurance Advisor job?
   Ans: The candidate should be 12th Pass and above and above with 6 months - 6+ years Experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹10000 - ₹40000 per month + Incentives that depends on your interview. It's a Full Time job in Indore.
3. How many working days are there for this Insurance Advisor job?
   Ans: This Insurance Advisor job will have 5 working days.
4. Are there any charges applicable while applying or joining this Insurance Advisor job?
   Ans: No, there is no fee applicable for applying this Insurance Advisor job and during the employment with the company, i.e., Kotak Mahindra Life Insurance Company Limited.
5. Is it a work from home job?
   Ans: Yes, it’s a work from home job and can be done online.
6. How many openings are there for this Insurance Advisor role?
   Ans: There is an immediate opening of 50 Insurance Advisor at Kotak Mahindra Life Insurance Company Limited
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Sales / Business Development job.
8. What are the timings of this Insurance Advisor job?
   Ans: This Insurance Advisor job has 12:00 PM - 05:00 PM timing.