Life Advisor

Company Description

Kotak Life Insurance Company Pvt Ltd is a leading life insurance company in India. With a customer-centric approach, we aim to provide comprehensive insurance solutions that cater to the diverse needs of our clients. Our portfolio includes a wide range of life insurance products such as term plans, savings, and investment plans, providing financial security and peace of mind. We are committed to maintaining the highest standards of service and integrity.

Role Description

This is a full-time, on-site role for a Life Advisor. The Life Advisor will be responsible for building and maintaining relationships with clients, understanding their financial needs, and providing tailored life insurance solutions. Key responsibilities include prospecting and acquiring new clients, conducting needs analysis, educating clients on various insurance products, and assisting with policy servicing and claims. This role is located in Agra.

Qualifications

• Excellent communication and interpersonal skills
• Sales and customer service experience
• Knowledge of life insurance products and services
• Strong analytical and problem-solving skills
• Ability to work independently and as part of a team
• Proficiency in using computer applications and CRM systems
• Relevant certifications in insurance or financial services are a plus
• Bachelor's degree in Business, Finance, or related field