Job Description
Full job description
Role Summary
A Life Insurance Advisor is responsible for helping clients choose suitable life insurance policies based on their financial goals, family needs, and risk appetite. The role involves sales, client relationship management, and ongoing policy servicing.
Key Responsibilities
Identify and approach potential clients through networking, referrals, and leads
Understand clients’ financial needs, income, and long-term goals
Recommend appropriate life insurance plans (term plans, savings plans, ULIPs, etc.)
Explain policy features, benefits, and terms clearly to clients
Assist clients with documentation and policy issuance process
Maintain regular follow-ups for renewals and upselling opportunities
Build and maintain long-term client relationships
Achieve monthly and annual sales targets
Stay updated with new insurance products and regulatory guidelines
Key Skills & Competencies
Strong communication and interpersonal skills
Sales and negotiation abilities
Customer-centric approach
Basic financial planning knowledge
Self-motivated and target-driven
Networking and relationship-building skills
Educational Qualification
Minimum: 12th Pass (Graduate preferred)
Experience
Fresher or 1–3 years of experience in sales/insurance/financial services
Job Types: Full-time, Permanent
Pay: ₹25,000.00 - ₹30,000.00 per month
Benefits:
Cell phone reimbursement
Health insurance
Paid time off
Work Location: In person
Role Summary
A Life Insurance Advisor is responsible for helping clients choose suitable life insurance policies based on their financial goals, family needs, and risk appetite. The role involves sales, client relationship management, and ongoing policy servicing.
Key Responsibilities
Identify and approach potential clients through networking, referrals, and leads
Understand clients’ financial needs, income, and long-term goals
Recommend appropriate life insurance plans (term plans, savings plans, ULIPs, etc.)
Explain policy features, benefits, and terms clearly to clients
Assist clients with documentation and policy issuance process
Maintain regular follow-ups for renewals and upselling opportunities
Build and maintain long-term client relationships
Achieve monthly and annual sales targets
Stay updated with new insurance products and regulatory guidelines
Key Skills & Competencies
Strong communication and interpersonal skills
Sales and negotiation abilities
Customer-centric approach
Basic financial planning knowledge
Self-motivated and target-driven
Networking and relationship-building skills
Educational Qualification
Minimum: 12th Pass (Graduate preferred)
Experience
Fresher or 1–3 years of experience in sales/insurance/financial services
Job Types: Full-time, Permanent
Pay: ₹25,000.00 - ₹30,000.00 per month
Benefits:
Cell phone reimbursement
Health insurance
Paid time off
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Life Insurance Advisor position is now open for candidates interested in the Insurance sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Insurance is a plus.
