Insurance Advisor

About the Role:

Key Responsibilities:

• Engage with prospective insurance clients

  to understand their needs and guide them through suitable insurance solutions (life, health, term, etc. )
• Act as the

  domain expert on insurance

  advising both clients and internal teams on product features, riders, exclusions, premium quotes, and regulatory clauses

• Own the sales conversion process

  for insurance leads generated by our investment advisors take full accountability for closing the loop from interest to issuance

• Maintain and track the insurance funnel

  , ensuring timely follow-ups and a high conversion rate
• Coordinate with our support team to ensure all

  post-sale processes

  - documentation, onboarding, and client servicing are running smoothly

• Liaise with the insurance division

  to stay updated on new products, underwriting norms, and operational protocols

Requirements:

• 2 - 4 years of experience

  in insurance advisory or insurance sales

• Strong knowledge of insurance products

  including life, health, and term plans, along with riders, policy clauses, and regulatory terms

• Sales ownership mindset

  ability and willingness to take accountability for converting warm insurance leads into sales

• Excellent communication skills

  able to clearly explain complex products to clients and handle objections confidently

• Strong coordination abilities

  to work effectively with internal advisors, operations teams, and the insurance division

• Client-first approach

  with high attention to detail in post-sale processes and documentation