Insurance Advisor

0 years

3 - 9 Lacs

Posted:5 hours ago| Platform: GlassDoor logo

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Work Mode

Remote

Job Type

Full Time

Job Description

Job Title: Insurance ,Job Type: [Full-Time/Part-Time/Freelance

Department: Sales / Insurance. Reports To: Sales Manager

Job Summary:

We are seeking a motivated and customer-focused Insurance Advisor to join our team. The ideal candidate will be responsible for guiding clients through their insurance options, providing tailored advice, and helping them choose the best insurance products based on their needs. You will play a critical role in building strong client relationships and meeting sales targets.

Key Responsibilities:

  • Identify and contact potential clients to offer insurance products (Life, Health, Motor, Property, etc.)
  • Assess clients’ insurance needs and provide appropriate recommendations.
  • Educate clients about policy details including coverage, premiums, exclusions, and benefits.
  • Customize insurance programs to suit individual clients.
  • Maintain ongoing relationships with clients and provide support with claims or renewals.
  • Achieve monthly/quarterly sales targets and contribute to team objectives.
  • Stay updated with insurance industry trends, regulations, and product knowledge.
  • Maintain accurate records of clients and policies using CRM tools.
  • Attend training sessions and meetings as required.

Requirements:

  • Education: Minimum High School Diploma / Bachelor's degree preferred.
  • Experience: Prior experience in insurance or financial sales is preferred but not mandatory.
  • Strong interpersonal, negotiation, and communication skills.
  • Self-motivated with a goal-oriented mindset.

Benefits:

  • Attractive commission structure + incentives.
  • Training and certification support.
  • Career growth opportunities.
  • Flexible working hours (if applicable).
  • Recognition and rewards for top performers.

Job Types: Full-time, Part-time, Fresher

Pay: ₹25,000.00 - ₹75,000.00 per month

Benefits:

  • Health insurance
  • Work from home

Work Location: Remote

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