Insurance Agent/advisor

3 weeks ago


Ahmedabad Gujarat, India Chinmay Finlease Limited Full time

Job Summary:
The Insurance Agent is responsible for selling and managing various insurance policies, including life, health, auto, and property insurance. The agent will develop and maintain client relationships, assess their insurance needs, and provide tailored solutions to ensure their financial protection.

Key Responsibilities:

- **Client Consultation**: Meet with clients to understand their insurance needs and provide expert advice on suitable coverage options.
- **Policy Sales**: Sell various insurance products, including life, health, auto, and homeowners insurance.
- **Risk Assessment**: Evaluate clients’ needs to recommend appropriate insurance coverage.
- **Renewals and Updates**: Manage policy renewals, making necessary updates to coverage as clients' needs change.
- **Claims Assistance**: Assist clients in filing claims and provide support throughout the claims process.
- **Market Research**: Stay informed about industry trends, market conditions, and competitor offerings to effectively position products.
- **Customer Service**: Provide ongoing support and service to clients, addressing questions or concerns promptly.
- **Compliance**: Ensure compliance with state and federal regulations related to insurance sales and practices.
- **Networking**: Build and maintain relationships with clients and community members to generate leads and referrals.

Qualifications:

- **Education**: High school diploma or equivalent; bachelor’s degree preferred.
- **Licensing**: Must hold a valid insurance license in the relevant state(s).
- **Experience**: Previous experience in sales, customer service, or insurance is a plus.
- **Skills**: Strong communication, negotiation, and interpersonal skills; proficiency in relevant software and technology.
- **Personal Attributes**: Detail-oriented, self-motivated, and able to work independently as well as part of a team.

**Job Types**: Full-time, Permanent

Pay: ₹25,000.00 - ₹35,000.00 per month

**Benefits**:

- Flexible schedule
- Health insurance
- Leave encashment
- Paid sick time
- Paid time off
- Provident Fund

Schedule:

- Day shift

**Experience**:

- total work: 1 year (required)

Work Location: In person


  • Life Insurance Advisor

    5 months ago


    Surat, Gujarat, India MAX LIFE INSURANCE CO LTD Full time

    Max Life Insurance Co Ltd. Role: Insurance Advisor Responsibility: Generate life insurance business from natural market. Achieve business targets through ethical business practices. Insurance agent of any company prefer. Job Requirement: Good communication skills, lead generation, Business Development, Insurance Sales, Good social network. Salary -...


  • Vadodara, Gujarat, India ICICI PRUDENTIAL LIFE INSURANCE Full time

    (Commission base payout) Insurance Consultant Communication skills Self development of business Communicate With Customers and Sell Various Insurance products, Maintaining Paper Work, Analysing Clients Financial Condition and Offer Insurance Accordingly and most of the important is willingness to earn money by starting own startup with ICICI...

  • Insurance advisor

    7 months ago


    Ahmedabad, India Aditya Birla sunlife insurance Full time

    Aditya Birla Sun Life Insurance (ABSLI) is a prominent player in the Indian life insurance industry, offering a diverse range of insurance and investment products. We are committed to providing financial security and protection to individuals and families, helping them achieve their long-term financial goals and aspirations.The RoleAs an Insurance Advisor at...

  • Insurance Advisor

    5 months ago


    Surat, Gujarat, India Max life insurance co Pvt Ltd Full time

    Insurance Advisor **Duties**: - Develop and maintain client relationships by providing excellent customer service - Assess clients' insurance needs and recommend suitable coverage options - Explain policy details, terms, and conditions to clients - Assist clients in filing insurance claims and provide support throughout the claims process - Stay updated on...


  • Ahmedabad, Gujarat, India TELSTRA GLOBAL BUSINESS SERVICES Full time

    **Job Title: US Insurance Advisor** **On-site job** **Experience: At least 1 year in US insurance** **Requirements**: - Proven experience in US insurance - Must be excellent in communication skills - Awareness of legal requirements in the USA for lift insurance. - Aware of marketing skills to attract leads - Must have negotiation and convincing...

  • Insurance Advisor

    5 months ago


    Ahmedabad, India MAHALAXMI GRAND WHEELES LLP Full time

    provides financial advice to clients on retirement planning, investing, and protecting against risks. Insurance advisors complete a financial needs analysis with clients, which includes assets and liabilities, tax status, existing insurance and risk analysis Meeting with clients. Offering specialized financial guidance and advice. Completing financial...

  • Back Office Executive

    5 months ago


    Ahmedabad, Gujarat, India Relitrade Insurance Broking Pvt Ltd (Policyklub) Full time

    **Urgent Openings : Back Office : ( Motor / Non-motor / Health / Life)** Generate quotations by using Insurance company’s portal. Policy Issuance. Coordinate with Agents regarding required documents. Maintain records of all policy in back office software. Take proper training of insurance company portal **Eligibility**: 1-2 Years of Experience with...


  • Shilaj, Ahmedabad, Gujarat, India FOREVERCARE INDIA PRIVATE LIMITED Full time

    **Early Equities Capital Advisor/Agent** Roles and Responsibilities: - Develop and implement effective strategies to promote our investment products, focusing on Pre-IPO investments. - Utilize existing networks and actively seek new leads and opportunities for investment. - Educate potential clients about our investment products, emphasizing their benefits...


  • Shilaj, Ahmedabad, Gujarat, India FOREVERCARE INDIA PRIVATE LIMITED Full time

    **Early Equities Capital Advisor/Agent** Roles and Responsibilities: - Develop and implement effective strategies to promote our investment products, focusing on Pre-IPO investments. - Utilize existing networks and actively seek new leads and opportunities for investment. - Educate potential clients about our investment products, emphasizing their benefits...


  • Ahmedabad, Gujarat, India RISHI JOBS Full time

    Job Title: RM WealthJob Description:We are seeking a highly motivated and experienced Life Insurance Agent to join our team at Rishi Jobs. As a Tied Agent for a leading life insurance company, you will be responsible for selling and servicing life insurance policies to clients.Key Responsibilities:Sell and service life insurance policies to clientsMeet or...

  • Insurance Advisor

    1 month ago


    Vadodara, Gujarat, India Life Insurance Corporation India Full time

    JOIN AS INSURANCE ADVSIOR IN INDIA'S ONE OF THE LARGEST PSU. **BENEFITS**: - BE YOUR OWN BOSS - UNLIMITED INCOME - HANDSOME COMMISSION - GRATUITY - FREE CAR AND BIKE LOAN - MEDICLAIM - HOUSING LOANS AT LOWER INTEREST RATE - FESTIVAL ADVANCE ONCE A YEAR TIMINGS - FLEXIBLE WORK TIMING. - NO FIXED TIMING WORK AS PER YOUR CONVENIENCE. BOTH FRESHER AND...


  • Surat, Gujarat, India Rishi Jobs Full time

    Title: Health Insurance Advisor **Responsibilities**: - Provide expert advice on health insurance plans and coverage options. - Assess clients' needs and recommend suitable insurance policies. - Educate clients on various health insurance products, including benefits and limitations. - Assist clients in understanding policy terms, premiums, and claims...

  • Insurance Executive

    5 months ago


    Ahmedabad, India AnugrahHrservices Full time

    **Group Company**: **Designation**: Development Manager (700012) **Position description**: Please Click here to view the Job Proposition **Job Purpose**: - To recruit and develop Personal Financial Advisor resulting in generation of new business and renewal of existing business **** **Key Responsibilities** **Responsibilities** - To ensure Licensing of...

  • Insurance Advisor

    2 months ago


    Ahmedabad, Gujarat, India Chinmay Finlease Limited Full time

    Responsibilities - Drive sales of insurance products through direct sales and relationship building. - Identify and generate new leads through networking, cold calling, and referrals. - Understand customer needs and provide tailored insurance solutions. - Meet or exceed monthly sales targets and KPIs. - Maintain accurate records of customer interactions and...

  • Life Insurance Advisor

    5 months ago


    Surat, Gujarat, India Max Life Insurance Full time

    Meet 2 People On Daily Basis - Attend Trainings Whenever It May Schedule For Sharpen Your Skills - Book Appointment For Meetings - 3 Days Mandatory Training For Joining Eligibility - 12th Pass And Above, Min Age 25 Local From Surat **Job Types**: Part-time, Fresher **Salary**: ₹20,000.00 - ₹100,000.00 per month **Benefits**: - Flexible schedule -...


  • Ahmedabad, India Curbwaste Full time

    **Job description** **Please note this opening is with one of our client in Insurance Domain** **Job Purpose Statement (Summarize in one/two statements why this job exists and the contribution makes to the overall business of the company).** Ø To develop Non - M & M commercial business to increase our visibility in the corporate segment. Ø Handle the...

  • Wealth Advisor

    2 months ago


    Ahmedabad, Gujarat, India Mobviewtech Private Limited Full time

    We are looking for a stock advisor(Wealth advisor) at Iskon location in Ahmedabad. Edu: Any Graduate Exp: 1 to 2 years Roles: - Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF - Responsible for generating revenue from Third party product like Insurance, Bonds, FDs - Develop and maintain a Long-term relationship with customers...


  • Ahmedabad, Gujarat, India SWEN Services Full time

    **Generate team of Advisors from Open Market.**: - **Conducting Market Research to Identify Selling Possibility & Evaluate Customer Need.**: - **Maintain Relationship with Commission Agents By Providing Support & Information.**: - **Working Closely with Agents to Determine Their Needs.**: - **Stay Activate on Market Competitions.**: - **CALL ON...

  • Agency Channel

    4 months ago


    Ahmedabad, Gujarat, India Serving Skill Full time

    **AGENCY CHANNEL ONLY - GENERAL INSURANCE** - Sales of Health policies of through the agency model. - Recruit, train agents and generate business through them in the assigned territory. - Responsible for licensing and tracking activation of the same regularly. - Interdepartmental Coordination with other departments such as U/W, Claims, & Operations. - To...


  • Ahmedabad, Gujarat, India Future gate Full time

    **General Insurance sales** Minimum 5 years HNI sales experience industrial, commercial insurance sales hni sales insurance broking company Pay: ₹45,000.00 - ₹70,000.00 per month Schedule: - Day shift **Experience**: - insurance/banking sales: 4 years (required) Ability to Commute: - Ahmedabad, Gujarat (required) Ability to Relocate: -...