Advisor

Company Description

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Role Description

This is a hybrid role for an Advisor located in Hosur. Some work from home is acceptable. The Advisor will be responsible for providing assistance to clients, offering expert advice, conducting thorough analysis, and ensuring that clients are well-informed about their options. Day-to-day tasks include client consultations, proposals, policy issuance, post policy endorsement and client related services with respect to the policy.

Qualifications

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Experience in client consultation and relationship management
• Ability to work independently and in a team
• Knowledge of regulatory and compliance standards
• Proficiency in relevant software applications and portals
• Previous experience in the insurance industry or associated industry is a plus