▷ [13/10/2025] Insurance Advisor

1 day ago

Gandhinagar GJ IN Weekday Full time

This role is for one of our clients Industry Sales Seniority level Associate level Min Experience 2 years Location Ahmedabad Gandhinagar Rajkot JobType full-time About the Role We are looking for a high-energy solution-oriented Insurance Advisor to help individuals and families secure their financial future through customized insurance solutions In this role you ll act as a trusted guide helping clients navigate the complexities of health life and general insurance Your success will be measured not just in sales but in the long-lasting trust you build with clients through your expertise integrity and proactive approach What You ll Do Client Discovery Consultation Engage with new and existing clients to assess their needs goals and risks Recommend tailored insurance solutions that align with life stages financial aspirations and regulatory requirements Sales Execution Drive business growth by converting leads into policies across all insurance verticals health life motor travel and home Conduct in-depth product presentations and virtual in-person consultations Follow up on leads and referrals generated through digital campaigns partnerships or field networking Policy Guidance Customization Educate customers on policy details including coverage benefits exclusions premium breakdowns and claims processes Assist with documentation onboarding and policy issuance to ensure a seamless buying experience Performance Pipeline Management Meet or exceed monthly and quarterly sales goals while maintaining quality benchmarks Maintain accurate records of client interactions follow-ups conversions and renewals using CRM tools Post-Sale Engagement Serve as a point of contact for clients regarding renewals endorsements and claims assistance Collaborate with underwriting operations and claims teams to ensure top-notch service delivery Continuous Learning Industry Insight Stay current on evolving insurance regulations policy updates and market trends Attend product trainings sales workshops and team meetings to sharpen skills and stay competitive What You Bring Experience Credentials 2-5 years of experience in insurance sales preferably with exposure to multiple policy types IRDAI license mandatory or willingness to acquire one prior to joining Core Competencies Strong consultative sales skills with a deep understanding of client lifecycle needs Excellent communication negotiation and active listening skills Resilient target-driven and adaptable to changing market conditions Familiarity with digital tools CRM video conferencing lead management systems Preferred Qualifications Bachelor s degree in Business Marketing Finance or a related field is an advantage Knowledge of risk management principles and financial planning tools is a bonus

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