Insurance advisor

2 - 3 years

1 - 6 Lacs

Posted:1 day ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Title: Insurance Advisor
Location: Jaipur (On-site)
Job Type: Full-time

About Us:
Financial Friend is a financial planning firm specializing in advanced personal finance and investment management. We provide expert solutions in insurance, mutual funds, retirement planning, and wealth management. Our mission is to simplify finance and help clients achieve long-term financial security.

Position Overview:
We are seeking an experienced and knowledgeable Insurance Advisor to join our growing team. The ideal candidate should have a strong understanding of insurance products, excellent communication skills, and the ability to build lasting client relationships. This is a client-facing role with opportunities for growth and attractive earning potential.

Key Responsibilities:

  • Identify clients’ insurance needs and recommend suitable plans.
  • Provide detailed explanations of policy features, benefits, and terms.
  • Generate leads through networking, referrals, and client interactions.
  • Maintain long-term relationships with clients through regular follow-ups.
  • Stay updated on insurance products, market trends, and regulatory changes.
  • Achieve monthly and quarterly sales targets.

Requirements:

  • Minimum 2–3 years of experience as an Insurance Advisor/Agent.
  • In-depth knowledge of life, health, and general insurance products.
  • Strong communication, presentation, and negotiation skills.
  • Ability to handle client objections and close sales effectively.
  • Self-motivated, target-driven, and customer-focused.
  • Certification from IRDAI (preferred).

Job Types: Full-time, Permanent, Fresher

Pay: ₹15,000.00 - ₹50,000.00 per month

Benefits:

  • Health insurance
  • Life insurance

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