Insurance Advisor

1. Renew1. Renewing current policies and assisting with claims. 2. Provide proactive support to clients in the renewal process consistently, timely and accurately. 3. Track contracts that are soon to be expired and contact customers for renewals. The customers need to be contacted both in writing and by call, 2 months in advance and reminders to begiven...

our 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...

An insurance advisor in an agency channel role typically has the following responsibilities: - **Provide insurance advice**: Help clients find the best insurance policies for their needs - **Analyze policy details**: Process policy adjustments and renewals - **Help with claims**: Assist clients with insurance claims and ensure they are satisfied with their...

Company DescriptionStar Health & Allied Insurance Co. Ltd. is an Indian health insurance company based in Chennai, established in 2006 as India's first standalone health insurance provider. The company offers innovative health, personal accident, and travel insurance products. With an extensive network of over 14,000 hospitals, Star Health delivers cashless...

**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...

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....

**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...

Job 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...

**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...

Educate customers on insurance needs and benefits - Make inbound and outbound sales calls. - This is a remote position with a 100% work-from-home opportunity. - Issue Insurance policies from Insurance company portals such as HDFC Ergo. Training will be provided. - Any other duties related to sales as defined. - Strong bonus structure + perk. - Salary is...