Insurance Advisor

1 day ago

Rajkot Gujarat, India 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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