Retail Insurance Advisor Associate

2 years

3 - 4 Lacs

Posted:6 days ago| Platform: SimplyHired logo

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Work Mode

On-site

Job Type

Full Time

Job Description

- What You'll do?

  • Conduct in-depth advisory calls to understand customers’ insuranceneeds, family profiles, and financial goals.​
  • Recommend suitable insurance plans based on need analysis, pricing,and eligibility criteria, and present quotations clearly.​
  • Provide end-to-end support through the policy issuance process,addressing queries and ensuring a smooth customer experience.​
  • Build long-term, trust-based relationships by offering transparent andethical guidance.​
  • Stay updated on insurance products and regulatory guidelines, and collaborate with BD/operations teams for efficient lead and policy management.​

- What You'll Bring?

  • 1–2 years of experience in insurance advisory, sales, or financial planning.​
  • Strong understanding of health, term life, or motor insurance products.​
  • Excellent communication, listening, and consultative selling skills with comfort in telephonic/virtual interactions.​
  • Customer-first and ethical approach to selling; certification or multi-insurer experience is a plus.​

Job Type: Full-time

Pay: ₹360,000.00 - ₹420,000.00 per year

Work Location: In person

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