Insurance Advisor

0 years

2 - 3 Lacs

Posted:2 months ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Title: Insurance Advisor
Location: Defence Colony, South Delhi
Working Hours: 10:00 AM – 7:00 PM
Experience: Minimum 8 months (in Mutual fund/insurance/investment)

Job Responsibilities:

  • Identify and acquire new clients for insurance and investment services.
  • Provide personalized financial advice and solutions across insurance, mutual funds, and wealth products.
  • Maintain and manage existing client portfolios and ensure high levels of customer satisfaction.
  • Conduct meetings and follow-ups with leads to convert them into long-term clients.
  • Stay updated on market trends and product knowledge to provide effective financial guidance.

Candidate Requirements:

  • Minimum 8 months of experience in insurance, financial sales, or investment advisory.
  • Strong communication and interpersonal skills.
  • Proactive, self-motivated, and sales-driven mindset.
  • Ability to manage multiple clients and maintain long-term relationships.
  • Graduation preferred but not mandatory for experienced candidates.

Job Types: Full-time, Permanent

Pay: ₹20,000.00 - ₹30,000.00 per month

Schedule:

  • Day shift

Work Location: In person

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