Insurance Advisor

We are seeking a results-driven and client-focused Insurance Agent to join our team. In this role, you will act as a trusted advisor, helping individuals, families, and businesses identify their unique insurance needs and select the best policies to protect their assets and ensure financial security. The ideal candidate is a self-starter with excellent communication skills and a passion for building lasting client relationships.

Key Responsibilities

• Prospect and Generate Leads: Actively seek out and contact potential clients through networking, referrals, and cold calling to build a robust book of business.
• Assess Client Needs: Conduct detailed interviews and financial needs analyses with prospective clients to understand their financial situation, existing coverage, and long-term goals.
• Present and Sell Policies: Explain the features, benefits, terms, and conditions of various insurance products (e.g., life, health, auto, property, commercial) and recommend customized solutions that meet client criteria and budget.
• Manage Client Relationships: Maintain regular communication with clients, provide ongoing support, and periodically review policies to ensure coverage remains adequate after major life changes or as needs evolve.
• Facilitate Paperwork and Claims: Guide clients through the application and underwriting process, ensure all documentation is completed accurately, and assist with claim submissions and resolutions.
• Achieve Sales Targets: Meet or exceed individual and team sales goals and performance metrics.
• Stay Informed: Continuously update job knowledge by participating in educational opportunities, staying abreast of market trends, and adhering to all state and federal regulations.

Qualifications

• High school diploma or equivalent.
• Proven experience in a sales or client-facing role, preferably within the insurance industry.
• Strong interpersonal skills and a customer-first mindset to build trust and rapport.
• Self-motivated, goal-oriented, and organized with strong time-management abilities.

Job Type: Freelance

Pay: ₹20,000.00 - ₹60,000.00 per month

Work Location: Hybrid remote in Chennai, Tamil Nadu