Financial Advisor

Key Responsibilities As a Financial Advisor, you serve as the important bridge between the company and customers: Client Engagement: You interact with individuals and families to understand their insurance protection and investment needs . Needs Analysis & Recommendations: Based on customer requirements, you recommend suitable life insurance and investment solutions from the company's comprehensive product range . Facilitating Sales: You assist clients through the policy issuance process—completing necessary paperwork and formalities . Post-Sale Support: Maintain relationships with clients by addressing service requests, assisting with policy modifications, and facilitating claim settlements when required . Support & Tools Training & Licensing: ICICI Pru provides comprehensive training, including IRDAI-mandated licensing support, so prior insurance experience isn’t required . Digital Tools: Advisors gain access to platforms like IPRU EDGE, a SuperApp that helps with lead tracking, quoting, commission monitoring, client follow-ups (renewals, birthdays), and more . Benefits & Career Progression Earning Potential: There's no fixed salary; income is performance-based through first-year and renewal commissions. Top performers may earn significantly . Rewards & Recognition: High achievers may receive national or international rewards, participate in contests, and be acknowledged at prestigious events like MDRT or TOT . Growth Opportunities: Successful advisors may transition into supervisory or managerial roles within the company’s sales force .