Job description:
Job Title: Insurance Advisory
Location: Sector 75, Mohali
Salary: ₹18,000 – ₹22,000 per month + Attractive Incentives (Performance-based)
Key Roles & Responsibilities:
1. Sales & Business Development
Identify and approach potential clients through cold calling, networking, and referrals.
Pitch and sell life insurance policies, health cover plans, and related financial products.
Assist customers in understanding product benefits and selecting the right policy.
2. Client Advisory & Relationship Management
Provide personalized insurance solutions based on client needs, family requirements, and financial goals.
Maintain long-term relationships with clients through regular follow-ups and policy reviews.
Deliver excellent customer service and address all queries regarding insurance coverage, premiums, and claims.
3. Compliance & Documentation
Ensure accurate documentation for all insurance applications.
Follow IRDAI regulations and company compliance policies.
Stay updated with the latest insurance products, riders, and government guidelines.
4. Reporting & Targets
Meet assigned monthly/quarterly sales targets.
Maintain records of leads, meetings, sales conversions, and renewals.
Share performance reports with the team leader/manager.
Key Skills & Competencies:
Good communication and interpersonal skills.
Ability to build trust and long-term client relationships.
Sales-driven attitude with customer-first approach.
Basic knowledge of life insurance products and financial planning (training will be provided).
Proficiency in MS Office and basic documentation.
Eligibility Criteria:
Minimum Qualification: Graduate (Any Stream).
Experience: 1–2 years (experienced with interest in finance/insurance may apply).
Certification: IRDAI License (preferred) or willingness to obtain after joining.
Benefits:
Attractive salary + incentives + performance bonuses.
Structured training and professional certification support.
Career growth opportunities in financial services.
Chance to build a long-term career in insurance & wealth management.
Job Type: Full-time
Work Location: In person