Life Insurance Specialist

Life Insurance Specialist

A Life Insurance Specialist is a professional who helps individuals and businesses choose, manage, and optimize life insurance solutions based on their financial goals and risk profile.🔹

Role of a Life Insurance Specialist

* Analyze client’s financial needs (income protection, savings, retirement, tax planning)* Recommend suitable life insurance plans (Term, Endowment, ULIP, Pension, Child plans)* Provide tax-saving guidance under relevant sections of the Income Tax Act* Assist in policy servicing (premium payments, changes, renewals)* Support clients during claim settlement* Build long-term relationships and provide periodic reviews🔹

Skills Required

* Strong communication & persuasion skills* Basic understanding of finance, taxation, and investments* Trust-building and ethical selling* Client relationship management🔹

Who Can Become a Life Insurance Specialist?

* MBA (Finance/Marketing), CA/CA Finalists, Graduates* Working professionals, business owners* Individuals looking for part-time or full-time income🔹

Career Benefits

* Flexible working hours* Performance-based income & incentives* Long-term renewal income* Opportunity to grow into Senior Advisor / Development Manager