Insurance Advisor
5 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
4 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
5 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
5 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 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
5 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
5 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...
-
Financial Advisor-insurance
5 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
5 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
5 months ago
Mumbai, India Thats My job India Pvt Ltd Full timeJob Description: As a Life Insurance Advisor, you will play a vital role in providing individuals and families with essential financial protection through life insurance products. Your primary responsibility will be to educate, advise, and guide clients in selecting appropriate life insurance coverage tailored to their unique needs and circumstances. You...
-
Financial Advisor
5 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 -...
-
Insurance Advisor
4 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
4 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
5 months ago
Mumbai, India YTPS HR Services Full time**Job description** **Position: Sales Manager & Relationship Manager** **Location: Nagpur,** Vashi, Chenmbur, Panvel,Nagpur **Roles and Responsibilities** - Recruit, train agents and generate business through them in the assigned territory. - Responsible for licensing and tracking activation of the same regularly. - To meet agents, lead providers,...
-
Insurance Advisor
5 months ago
Mumbai, India Life Insurance Corporation India Full time**Work Part Time & Full Time** - **Call and Follow-up** - **Set a Meeting Target** - **Know What You Are Selling** - **Know Whom You are Selling to** - **Attend Post Sale Queries** - **Generate Your Profit &Loss Statements** - **Flexible Work Hours** - **No Daily Reporting** - **No Investment Involved** - **Unlimited Income Potential** **Job Types**:...
-
Insurance Sales Executive
5 months ago
Ghansoli, Navi Mumbai, Maharashtra, India Hireship 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...
-
Advisor
4 months ago
Mumbai, India ICICI Prudential Life Insurance Full timeI invite you to embark on an exciting journey as an insurance advisor with ICICI PRUDENTIAL LIFE INSURANCE. Earn additional income without disturbing your daily routine with commissions upto 35% per policy! **Job Type**: Freelance Contract length: 12 months **Benefits**: - Flexible schedule - Work from home Supplemental pay types: - Commission pay -...
-
Financial Advisor
5 months ago
Navi Mumbai, India Transformatrix LLP Full timeDesignation: Financial Advisor (Insurance Sales) Location: Ghansoli ,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 queries - Customer follow up and feedback...
-
Insurance Executive
5 months ago
Aarey, Mumbai, Maharashtra, India First Advisor Insurance Brokers Private Limited Full time1) Identify and qualify potential leads through various channels (Digital marketing, referrals, Company & field visits) 2) Develop various sources of onboarding agents (Point of Sale Personals) 3) Building trust with potential clients, understanding their specific concerns and catering to them with the best products available. 4) Explain insurance...
-
Life Insurance Advisor-commision Based
4 months ago
Navi Mumbai, India ICICI PRUDENTIAL LIFE INSURANCE Full time**1 - we are hiring Life Insurance Adivsior who can sale life insurance plans to customers and their contacts** **2- who can manage team building,team management and Team development.** **3 - we provide very good commission like if you sale any life insurance plan we provide 40 percentage of that to you.** **4- very good pay ,work from anywhere you...
-
Insurance Advisor
6 days ago
Mumbai, India A2Tech Full timeWe have urgent opening for Insurance Advisor.(Field Sales)Location- Andheri and GhatkoparSalary - starting 1.8 LPA Designations:(Direct Channel Sales)Sales - TraineeRelationship ManagerSr. Relationship Manager Key Relationship Manager Financial Services ManagerDesignation -(Agency Channel Sales)Assistant Sales ManagerSales ManagerSenior Sales...