Insurance Advisor

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

• It is a Full Time Telesales / Telemarketing job for candidates with 0 - 3 years of 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 Graduate and above and above with 0 - 3 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹16000 - ₹25000 per month that depends on your interview. It's a Full Time job in Mumbai.
3. How many working days are there for this Insurance Advisor job?
   Ans: This Insurance Advisor job will have 6 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., Hdfc Bank.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Insurance Advisor role?
   Ans: There is an immediate opening of 10 Insurance Advisor at Hdfc Bank
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Telesales / Telemarketing job.
8. What are the timings of this Insurance Advisor job?
   Ans: This Insurance Advisor job has Day Shift.