Life Advisor

Company Description

Kotak Life Insurance PVT Ltd is dedicated to providing recruitment and development opportunities, with a focus on roles such as Life Advisor and other positions in the Tied Agency Channel. This platform allows candidates to easily understand job requirements and apply for suitable roles. Please note, while this page streamlines the hiring process, it is a dedicated resource for potential job postings and not affiliated with the official Kotak Life website. For more information about the company and its official opportunities, visit the Kotak Life website.

Role Description

This is a hybrid, part-time role based in Thane, with flexible work options allowing a combination of in-office and work-from-home arrangements. As a Life Advisor, you will be responsible for identifying and developing new client relationships, explaining insurance solutions, providing guidance on financial planning, and offering top-notch customer service to policyholders. The role also involves understanding customer requirements, suggesting tailored insurance plans, and working closely with team members to achieve sales goals.

Qualifications

• Strong communication and interpersonal skills to build rapport with clients
• Sales and marketing knowledge, including the ability to develop and execute sales strategies
• Analytical and problem-solving skills for understanding customer needs and offering customized solutions
• Time management and organizational skills to efficiently handle part-time responsibilities
• Proficiency in using online tools for hybrid work and providing remote support
• Previous experience in financial services, insurance, or customer service is beneficial
• Bachelor's degree in any discipline is preferred