Insurance Advisor

2 weeks ago

Indore Madhya Pradesh, India Policyx.com Web Aggregator Pvt Ltd Full time

Position: Insurance Advisor - PX Prime:
Roles and Responsibilities:

- Customer-Driven Consultations: Engage only with customers who have pre-scheduled calls, ensuring each interaction is personalized and focused on their needs.
- Needs Assessment: Conduct thorough assessments to understand the client’s personal, financial, and coverage requirements.
- Recommendation of Plans: Based on the client’s input, suggest the most appropriate insurance products (health, life, term, etc.) from a range of providers.
- Clear Communication: Explain policy features, coverage details, terms, and premiums in a simplified and understandable way.
- Market Knowledge: Stay updated on the latest insurance products and trends to offer well-informed recommendations.
- No Cold Calling: This role is purely consultative, and you will only engage with customers who have expressed interest and scheduled appointments.

**Requirements**:

- Bachelor's or Master’s degree in any field (Finance, Business, or related preferred).
- Strong interpersonal and communication skills.
- Ability to understand and simplify complex insurance products.
- Goal-oriented, with a proven track record of meeting sales targets.

What We Offer:

- Competitive salary with performance-based incentives.
- Comprehensive training in insurance products and sales techniques.
- Provide Corporate Health Insurance.
- Supportive team environment with growth opportunities.

Pay: ₹25,465.10 - ₹35,699.80 per month

Ability to commute/relocate:

- Indore, Indore, Madhya Pradesh: Reliably commute or planning to relocate before starting work (preferred)

**Experience**:

- total work: 1 year (preferred)

**Language**:

- English (required)

Work Location: In person

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