Insurance Advisor
3 days ago
**Insurance Advisor Job Description Template:
- **
We are looking for a result-driven insurance advisor to be responsible for providing financial advice to clients on retirement planning, investing in the future, saving for education, and life insurance protection. The insurance advisor will generate leads, meet with clients, complete a financial needs analysis, and present them with customized financial proposals. You should thereafter discuss and market insurance options that suit their needs.
To be successful as an insurance advisor, you should stay up to date with the latest products and benefits and inform clients of these offerings. Ultimately, a top-notch Insurance Advisor should offer specialized guidance and advice on areas of concern and empower people to live better lives.
**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 the future.
**Insurance Advisor Requirements:
- **
- Bachelor’s degree in finance or similar.
- A license issued by the state board.
- CFP certification preferred.
- Strong verbal and written communication skills.
- A professional appearance.
- On-going training in the latest products and benefits.
- Attendance at product launches and seminars.
- Compliance according to state regulations and policies.
**Job Types**: Full-time, Fresher
Pay: ₹9,694.89 - ₹17,949.45 per month
**Benefits**:
- Cell phone reimbursement
- Paid sick time
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
Ability to commute/relocate:
- Jalandhar, Punjab: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- total work: 1 year (preferred)
-
Car/bike Insurance Advisor
2 weeks ago
Jalandhar, Punjab, India WIZE ENTERPRISE Full time**Job Description: Title: Car/Bike Insurance Advisor** We are seeking a motivated and customer-focused Car/Bike Insurance Advisor to join our team. In this role, you will work closely with clients to assess their insurance needs, recommend appropriate coverage, and provide ongoing support throughout the policy lifecycle. **Responsibilities**: - Conduct...
-
Insurance Executive
2 weeks ago
Jalandhar, India Wize Enterprises Jobs Full time**Insurance Advisor Job Description Template**: Our growing insurance company is currently searching for a highly-analytical and professional Insurance Agent to join our team. If you’re a talented and sales-minded professional with a passion for the insurance industry, then we’re interested in you. Your chief goal as our Insurance Agent will be to...
-
Customer Service Advisor
1 week ago
Jalandhar, India Raga motors Pvt. Ltd. Full timeWe are looking for a personable service advisor to act as the liaison between our customers and service technicians. The service advisor's responsibilities include greeting customers, listening to requests, scheduling appointments, estimating costs, verifying insurance, conducting inspections, and test driving cars. The service advisor will ensure customer...
-
Jalandhar, Punjab, India Shriram General Insurance Full time ₹ 6,00,000 - ₹ 12,00,000 per yearProfile - Executive/ Sr. Executive/ Asst. Manager - Marketing Location – Jalandhar Contact Person: Mr. Amit Contact No To apply, please share your CV on Nature of Job : On Roll Qualification : Any graduate or MBA Experience : 6 months + in the GI industry/ Freshers can also apply Job Description –· To appoint/ recruit new general Insurance...
-
Customer Service Advisor
3 days ago
Jalandhar, India WIZE ENTERPRISES Full time**Service Advisor Job Description Template : -** We are looking for a personable service advisor to act as the liaison between our customers and service technicians. The service advisor's responsibilities include greeting customers, listening to requests, scheduling appointments, estimating costs, verifying insurance, conducting inspections, and test...
-
Customer Advisor
2 weeks ago
Jalandhar, Punjab, India KOSMO TATA VEHICLES PVT LTD Full time ₹ 3,70,288 per yearWe are hiring for the following staff for Kosmo Tata Jalandhar ,Phagwara , Kapurthala Hoshiarpur & DasuyaCustomer Advisor - 40Walk In Interview Start From 9th September 2025 at Kosmo Tata MotorsGT Road Near DPS Pargpur Jalandhar , Timing: 11am tp 5pmContact Number Job Type: Full-timeBenefits:Health insuranceLife insuranceProvident FundSchedule:Day...
-
Agency Development Manager
5 days ago
Jalandhar, Punjab, India Navi Bupa Health Insurance Company Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per yearThe Agency Manager will be responsible for building and managing a team of insurance advisors, driving business through them, and achieving sales & revenue targets for the assigned territory. Key ResponsibilitiesTeam Recruitment & Development Recruit, train, and manage a team of Insurance Advisors / Agents. Guide and motivate the team to...
-
Field Sales Executive
2 weeks ago
Jalandhar, Punjab, India ICICI Prudential Life Insurance Full time**Job Description - Agency Channel** We are looking for young, high energy individuals with a passion for sales and for achieving aspirational targets. This is a sales role for our Agency business. **Key responsibilities**: **Core field sales of life insurance** - Identify & recruit right quality advisors to build a strong advisor base - Provide training...
-
International Student Advisor
2 weeks ago
Jalandhar, Punjab, India WIZE ENTERPRISE Full time**Job Title : International Student Advisor Job Summary** The International Student Advisor supports international students through their educational journey by providing comprehensive guidance on immigration matters, cultural adjustment, academic success, and personal well-being. This role ensures students comply with immigration regulations and fosters a...
-
Sales - Assistant Executive
2 weeks ago
Jalandhar, Punjab, India IndiaNile Full time ₹ 3,00,000 - ₹ 3,45,000 per yearAs a Sales Assistant Executive , you'll be responsible for creating a productive agency network by guiding advisors to perform and reach their business goals.Roles & Responsibilities:Build and strengthen a network of insurance advisors by identifying high-potential individuals from local markets.Mentor and guide agents to improve sales productivity and...