Life Insurance Advisor

Department Icon Insurance- Life Insurance
Posted: 1 year ago
2-4 years
Pune
Insurance- Life Insurance
Hybrid
Full Time
Upto ₹0 - ₹0

Posted: 1 year ago
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Job Description
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Job Description

What role you will play in team: You'll work independently, providing personalized life insurance solutions to clients and meeting individual and team targets.

What you will do: You will analyze client needs, provide suitable advice, and assist with completing the application process.

Key responsibility:

  • Identify and cultivate relationships with prospective clients.
  • Conduct needs assessments to determine suitable insurance coverage.
  • Present and explain different life insurance products effectively.
  • Guide clients through the application and documentation process.
  • Ensure timely submission of applications and follow up on progress.
  • Maintain accurate records of client interactions.

Required Qualification and Skills:

  • Graduation is preferred. Excellent communication and interpersonal skills are essential.
  • Strong understanding of financial products and insurance principles.
  • Excellent presentation and closing skills.
  • Self-motivated and goal-oriented individual.
  • Ability to work independently and manage own time effectively.

Benefits Included:

  • Competitive commission structure and incentives.
  • Flexibility and independence in work schedule.
  • Access to training and support materials.
  • Opportunities for career advancement.

A Day in the Life: Your day will involve client meetings, needs assessments, proposal presentations, and handling administrative tasks related to applications and documentation.

Skills

SalesFinancial PlanningCommunicationInsurance KnowledgeClient Relationship Management

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