Insurance Advisor

Job Description: Insurance Advisor

Position: Insurance Advisor

Department: Sales & Client Advisory

Location: [Bajaj life insurance company hazratganj]

Employment Type: Full-time / Part-time / Commission-based

Salary :10000to 25000

Experience: 0 to 2year

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Role Overview

The Insurance Advisor is responsible for identifying potential customers, understanding their insurance needs, and recommending suitable insurance products. The role involves building long-term relationships with clients, providing financial guidance, and ensuring excellent customer service throughout the policy lifecycle.

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Key Responsibilities

Prospecting & Lead Generation: Identify and connect with potential customers through various channels (cold calls, referrals, field visits, social media, etc.).

Client Needs Assessment: Understand clients’ financial goals, family needs, and risk profile to recommend appropriate insurance plans.

Product Presentation: Clearly explain insurance products, features, benefits, premiums, and terms & conditions.

Sales & Advisory: Provide professional advice on life, health, investment-linked or general insurance products.

Policy Issuance Support: Assist clients with documentation, application forms, KYC, and underwriting requirements.

Customer Relationship Management: Build and maintain strong, long-term relationships with clients.

After-Sales Service: Handle queries related to policy servicing, claims, renewals, and updates.

Compliance: Adhere to regulatory guidelines and company standards while conducting all sales activities.

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Required Skills & Qualifications

Minimum qualification: 12th pass (Bachelor's degree preferred)

Strong communication and interpersonal skills

Customer-centric mindset

Ability to understand financial concepts

Sales experience (preferred but not mandatory)

Basic computer and smartphone proficiency

IRDAI certification (company will assist if not completed)

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Personal Attributes

Self-motivated and target-driven

Relationship-building ability

Professional, ethical, and trustworthy

Good problem-solving and persuasion skills

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Benefits

Attractive commission-based earnings

Performance incentives and bonuses

Flexible working hours

Career growth into senior advisor/manager roles

Comprehensive training and support

Opportunity to make a positive impact on clients’ financial security..

Contact us

8009761269

singhsuryanshi56@gmail.com

Job Types: Full-time, Part-time, Permanent, Fresher, Internship, Freelance

Pay: ₹10,000.00 - ₹30,000.00 per month

Benefits:

• Health insurance
• Leave encashment
• Life insurance
• Paid sick time
• Provident Fund
• Work from home

Work Location: In person