Insurance Advisor

Job Title: Insurance Advisor / Insurance Relationship Manager

Location:

Experience:

Employment Type:

About Us

We are a financial services firm focused on providing structured, research-backed solutions across insurance, investments, equity, PMS, broking, algo trading, and risk management. Our approach is advisory-led, compliant, and client-centric, serving HNIs, professionals, and long-term investors.

Role Overview

insurance advisors

Key Responsibilities

• Understand client risk profile, financial goals, and insurance requirements
• Advise clients on

  Life, Health, and General Insurance

  products
• Conduct insurance need analysis and portfolio reviews
• Explain policy features, benefits, exclusions, and claim processes clearly
• Ensure

  IRDAI compliance

  and proper documentation
• Assist clients during policy issuance, renewals, and claims
• Build and manage long-term client relationships
• Cross-sell and up-sell insurance solutions responsibly
• Coordinate with insurers and internal teams for smooth execution

Eligibility & Skills

• Graduate/postgraduate (Finance preferred)
• IRDAI license (mandatory or willingness to obtain)
• 1–2 years of experience in insurance advisory/sales
• Strong understanding of insurance products and regulations
• Good communication and client-handling skills
• Ethical, advisory-first approach (no mis-selling)
• Ability to work with targets and performance metrics

Preferred Profile

• Experience working with HNI / retail clients
• Background in financial services, broking, or wealth management
• Existing client book (added advantage)

What We Offer

• Fixed salary + performance-based incentives
• Structured product training & compliance support
• Long-term career growth in advisory & wealth management
• Professional and transparent work environment

How to Apply

info@capitnbulls.com