Life Insurance Advisor

2 weeks ago

Tiruchchirappalli, India Ageas federal life insurance co ltd Full time

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, Part-time, Permanent, Fresher

Expected hours: No less than 10 per week

**Benefits**:

- Life insurance
- Provident Fund
- Work from home

Schedule:

- Day shift
- Monday to Friday
- Morning shift
- Weekend availability

Supplemental pay types:

- Commission pay
- Performance bonus

**Experience**:

- total work: 1 year (required)

Ability to Commute:

- Trichy, Tamil Nadu (required)

Ability to Relocate:

- Trichy, Tamil Nadu: Relocate before starting work (preferred)

Work Location: In person

**Speak with the employer**
+91 9025497472

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