Insurance Advisor

Company Description

SBI Life Insurance Co. Ltd., one of India’s most trusted life insurance companies, has been serving customers since 2001. The company offers a diverse range of products, including Protection, Pension, Savings, and Health solutions, catering to individual and group customers. With a strong nationwide presence, a vast network of agents, bancassurance partners, and employees, SBI Life emphasizes delivering customer-first, high-efficiency service experiences coupled with streamlined digital solutions. The company fosters a progressive work environment for its employees and is committed to making a positive societal impact through various CSR initiatives. Listed on BSE and NSE, SBI Life continues to excel as a leader in the insurance sector.

Role Description

This is a full-time hybrid role for a Life Insurance Advisor, located in Patna with opportunities for partial work-from-home. The Life Insurance Advisor will be responsible for identifying customer needs, recommending suitable insurance products, and building long-term relationships with clients. Daily tasks include conducting financial assessments, maintaining client portfolios, ensuring timely premium collections, and meeting sales targets. Additionally, the role involves staying updated on market trends, attending regular training sessions, and upholding company service standards.

Qualifications

• Sales and customer relationship skills for building strong client connections and achieving sales goals.
• Financial advisory and analytical skills to assess client needs and recommend appropriate insurance solutions.
• Effective communication and interpersonal skills to explain products clearly and professionally.
• Organizational and time-management capabilities for maintaining client records and meeting deadlines.
• Knowledge of the insurance industry, including product offerings, regulatory guidelines, and ethical standards, is preferred.
• Proficiency in digital tools and platforms for managing customer interactions and workflows.
• Minimum qualification: Bachelor’s degree in Finance, Business, or a related field; prior sales experience is an advantage.