Insurance Advisor
7 months ago
Position Title: Insurance Advisor
Job Summary:
As an Insurance Advisor, your primary responsibility is to assist clients in identifying their insurance needs and provide them with appropriate coverage options. You will build and maintain strong relationships with clients while ensuring they understand the terms and conditions of their insurance policies. The goal is to help clients make informed decisions to protect their assets and mitigate risks.
Key Responsibilities:
- **Client Consultation**:
- Conduct thorough consultations with clients to understand their insurance requirements and financial situation.
- Analyze client needs and recommend suitable insurance products to meet those needs.
- **Policy Presentation**:
- Clearly explain the features, benefits, and terms of various insurance policies to clients.
- Provide comparisons between different policies to help clients make informed decisions.
- **Policy Administration**:
- Collaborate with underwriters to facilitate policy issuance.
- **Client Relationship Management**:
- Build and maintain strong, long-term relationships with clients.
- Address client queries, concerns, and claims promptly and professionally.
- **Market Research**:
- Stay updated on industry trends, regulatory changes, and new insurance products.
- Provide feedback to management regarding market conditions and customer preferences.
- **Compliance**:
- Ensure compliance with industry regulations and company policies.
- Keep accurate records of client interactions and transactions.
- **Cross-Selling and Upselling**:
- Identify opportunities for cross-selling and upselling additional insurance products.
- Maximize revenue generation through existing client relationships.
- **Professional Development**:
- Stay informed about industry best practices and participate in ongoing training and professional development activities.
Qualifications and Skills:
- Bachelor's degree in Business, Finance, or related field (preferred).
- Proven experience in insurance sales or related fields.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Knowledge of insurance products, regulations, and industry trends.
- Sales and customer service-oriented mindset.
This job description serves as a general guideline for the responsibilities and qualifications of an Insurance Advisor. Specific requirements may vary depending on the employer and the type of insurance being sold.
**Job Types**: Full-time, Permanent
**Salary**: ₹15,000.00 - ₹25,000.00 per month
**Benefits**:
- Health insurance
- Provident Fund
Schedule:
- Day shift
- Morning shift
**Experience**:
- total work: 1 year (preferred)
Ability to Commute:
- Ghansoli, Navi Mumbai, Maharashtra (required)
Ability to Relocate:
- Ghansoli, Navi Mumbai, Maharashtra: Relocate before starting work (required)
Work Location: In person
**Speak with the employer**
+91 8779802809
-
Insurance Advisor
7 months ago
Mulund, Mumbai, Maharashtra, India SWEN Services Full timePosition: - Insurance Advisors Location: - Mumbai CTC: - Up to 3.80 LPA + Incentives Need more than 2 years of field sales experience Education: - Graduation **Job Roles and Responsibilities** - Recruitment of Insurance Advisor. - Hire Sales Advisor from open market. - Generate business through insurance agent. - Generate leads from new clients. -...
-
Insurance Advisor
7 months ago
Mumbai, Maharashtra, India Be Wealthy Full timeour Company BeWealthy helps 1800+ retail clients and 16 corporates with their insurance needs, managing assets exceeding 28 crores in western India. With a dedicated team of 27, we earned the 2022 IRDA Corporate Agency recognition. Come, be part of the team that is building a comprehensive distribution channel for Life, Health, and Non-Life insurance...
-
Insurance Advisor
8 months ago
Navi Mumbai, Maharashtra, India Consult Hagnos Full timeDivision: Lead Management System - Financial Services Designation: Financial Advisor (Insurance Sales) Location: Mahape - Navi Mumbai Experience: 1-3 years Roles & Responsibilities: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the customers - Resolving customer...
-
Insurance Advisor
2 months ago
Andheri, Mumbai, Maharashtra, India Mosahay associate pvt ltd Full timeAn insurance advisor in an agency channel role typically has the following responsibilities: - **Provide insurance advice**: Help clients find the best insurance policies for their needs - **Analyze policy details**: Process policy adjustments and renewals - **Help with claims**: Assist clients with insurance claims and ensure they are satisfied with their...
-
Insurance Advisor
4 months ago
Andheri, Mumbai, Maharashtra, India LICI Full time**Join the LIC Team: Become a Successful Agent/Advisor in Mumbai** **Introduction**:* **Benefits of Becoming a LIC Agent/Advisor**:* **- Unlimited earning potential** **- Flexible working hours** **- Comprehensive training and support** **- Attractive incentives and rewards** **- Opportunity to make a difference in people's lives** **- Dynamic work...
-
Insurance Advisor
7 days ago
Majiwada, Thane, Maharashtra, India Jobjcs Full time**Job-Insurance advisor/Customer service advisor** experience - 1-2 year experience in insurance advisor Customer service experience can apply location-Thane and Kurla salary - 22000 (PF+Leveas +payroll job) **Job Types**: Full-time, Permanent Pay: ₹18,000.00 - ₹22,000.00 per month **Benefits**: - Provident Fund Schedule: - Day...
-
Insurance Advisor
7 months ago
Mumbai, Maharashtra, India Triedge Solution Full timePosition: - Insurance Advisor Location: - Mumbai **Responsibilities**: - **1. Build relationships with clients and communities.**: - **2. Provide solutions for short - and long-term financial goals.**: - **3. Convince customers to buy Insurance and Mutual Funds.**: - **4. Ensure proper customer profiling on each call, to identify andunderstand...
-
Insurance Advisor
2 weeks ago
Mumbai, India Hamari Awaaz Charitable Trust Full time**Insurance Advisor Responsibilities**: - Meeting with clients. - Offering specialized financial guidance and advice. - Completing financial needs analyses. - Creating and explaining customized plans. - Utilizing knowledge of tax investment strategies. - Assessing clients' financial portfolios. - Analyzing clients' risk. -Encouraging clients to invest in...
-
Insurance Advisor
2 weeks ago
Aurangabad, Maharashtra, India PRK CAPITAL Full time**Job Title: Life Insurance Advisor** **Location**: Aurangabad, Maharashtra **Job Type**: Full-time/Part-time/Commission-Based **Salary**: Commission and performance-based bonuses PRK Capital is a leading service provider of life insurance solutions, dedicated to helping individuals and families protect their financial futures. We offer a wide range of...
-
Financial Advisor-insurance
7 months ago
Mumbai Central, Mumbai, Maharashtra, India Sky Services Full timeJob title:Financial Planning Advisor/ Investment Advisory **We need people who are-** Active Listener. Passionate about making money work harder for clients by Good Communicator. Willing to take extra steps for clients. Comfortable with Excel & MS Word & PPT Entrepreneur mind set. **Their Day to Day job will include-** Align Meetings for prospective...
-
Insurance Advisor
7 months ago
Mumbai, India Turtlemint Insurance ltd Full time**Turtlmint Insurance ltd** **Job Role : Insurance Cosultant** **Location : Andheri** Complete sales profile ( Tele sales) Sales of Insurance products Telecalling **Experience : 1 year experience in insurance sector** Qualification :Graduation **Salary**: ₹20,000.00 - ₹30,000.00 per month **Education**: - Bachelor's...
-
Insurance Advisor
7 months ago
Mumbai, India Turtlemint Insurance ltd Full time**Turtlmint Insurance ltd** **Job Role : Insurance Cosultant** **Location : Andheri** Complete sales profile ( Tele sales) Sales of Insurance products Telecalling **Experience : 1 year experience in Tele sales** Qualification :Graduation **Salary**: ₹20,000.00 - ₹30,000.00 per month **Education**: - Bachelor's (preferred) **Experience**: -...
-
Insurance Advisor
8 months ago
Pune, Maharashtra, India Triumph Advisors LLP Full timeWe are hiring a person who is good at communication, leading a team and who knows about Insurance etc. We also provide a good salary package +incentives and Commission based jobs also provided by us. **Company Background**: Triumph Advisors LLP is an investment firm. We offer our clients Consulting Services, Investment Services and also offer our clients...
-
Insurance Advisor
7 months ago
Mumbai, India Turtlemint Insurance ltd Full time**Turtlmint Insurance ltd** **Job Role : Insurance Cosultant** **Location : Andheri** Complete sales profile ( Tele sales) Sales of Insurance products Telecalling **Experience : 1 year experience in Tele Sales** Qualification :Graduation **Salary**: ₹20,000.00 - ₹30,000.00 per month **Education**: - Bachelor's (preferred) **Experience**: -...
-
Financial Advisor
7 months ago
Navi Mumbai, Maharashtra, India Auraa Solutions Full time**Division**: Lead Management System - Financial Services **Designation**: Financial Advisor (Insurance Sales) **Location**: Mahape - Navi Mumbai **Experience**: 1-3 years **Roles & Responsibilities**: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the customers -...
-
Equity Advisor
2 months ago
Ghansoli, Navi Mumbai, Maharashtra, India Hunt Mantra Full timeJob Title: Equity Advisor Process: Inbound Process Salary - 18k to 25k in hand Title - Customer Service 5 Days Working 2 Rotational Week Off Shift Window - Day Shift Uncapped Incentives Virtual Interviews **Job Types**: Full-time, Permanent Pay: ₹18,000.00 - ₹25,000.00 per month **Benefits**: - Food provided - Health insurance - Internet...
-
Insurance Advisor
3 weeks ago
Mumbai, India LMI Full timeEducate customers on insurance needs and benefits - Make inbound and outbound sales calls. - This is a remote position with a 100% work-from-home opportunity. - Issue Insurance policies from Insurance company portals such as HDFC Ergo. Training will be provided. - Any other duties related to sales as defined. - Strong bonus structure + perk. - Salary is...
-
Insurance Sales Advisor
2 weeks ago
Ghansoli, Navi Mumbai, Maharashtra, India white dwarf Assurance pvt ltd Full timeWe are searching for an engaged Telecaller to boost sales by reaching out to current and possible clients. To this end, the Telecaller will be required to obtain lists of individuals' information, and to source data for additional members of the target audience. You should also jot down important notes during conversations to facilitate follow-ups by our...
-
Insurance Sales Advisor
2 weeks ago
Ghansoli, Navi Mumbai, Maharashtra, India white dwarf Assurance pvt ltd Full timeWe are searching for an engaged telecaller to boost sales by reaching out to current and possible clients. To this end, the telecaller will be required to obtain lists of individuals' information, and to source data for additional members of the target audience. You should also jot down important notes during conversations to facilitate follow-ups by our...
-
Insurance Advisor
2 weeks ago
Andheri West, Mumbai, Maharashtra, India Max life insurance Full timeQualificati 12th and above Selling experience will be additional benefit Selling life insurance policies Full training provide and good office and seniors support **Job Type**: Part-time Part-time hours: 12 per week **Salary**: From ₹20,000.00 per month Schedule: - Day shift Supplemental pay types: - Commission pay - Performance bonus - Yearly...