Insurance Advisor

Company Description

HDFC Life Insurance Company Limited, established in 2000 and headquartered in Mumbai, stands as one of India's premier private-sector life insurers. The company is a key subsidiary of the HDFC Bank group and is regulated by the Insurance Regulatory and Development Authority of India (IRDAI). HDFC Life offers a comprehensive and diverse portfolio designed to address the entire spectrum of customers' life stage needs, including Protection (Term plans like Click 2 Protect Supreme), Savings (Guaranteed plans like Sanchay Plus), Investment (ULIPs), Pension, Annuity, and Health solutions. A strong indicator of the company's reliability is its consistently high Claim Settlement Ratio (CSR), which stood at 99.50% (by number of policies) for the fiscal year 2023-24, reinforcing its commitment to policyholders and their families. The company leverages an extensive distribution network, including its own branches, a strong force of agents, and strategic bancassurance partnerships with banks, ensuring widespread accessibility across India.

Role Description

This is a full-time hybrid role for an Insurance Advisor based in Kanpur, with some work-from-home flexibility. The Insurance Advisor will be responsible for understanding client needs and offering tailored financial and insurance solutions. Daily tasks include building and maintaining relationships with clients, providing expert consultation on insurance products, assisting clients in selecting the most suitable plans, and ensuring a high level of customer service. Additionally, the role entails goal-oriented sales planning and maintaining compliance with company policies.

Qualifications

• Strong foundational knowledge in Insurance and Finance fields
• Experience in Consulting and providing insights for financial planning and risk management
• Excellent Customer Service and Communication skills
• Ability to build trust and long-term professional relationships
• Relevant industry certifications and/or bachelor's degree in Finance, Business, or related fields are advantageous
• Proficiency in using CRM tools and general computer applications
• Motivated and target-oriented with the ability to work independently and in a team environment