Life Insurance Advisor

3 days ago

Mohali, Punjab, India Asset Aura Full time ₹ 1,80,000 - ₹ 2,20,000 per year

Job Title: Life Insurance Advisor / Relationship Manager

Location: Sector 75, Mohali

Salary: ₹18,000 – ₹22,000 per month + Attractive Incentives (Performance-based)

Key Roles & Responsibilities:

1. Sales & Business Development

  • Identify and approach potential clients through cold calling, networking, and referrals.
  • Pitch and sell life insurance policies, health cover plans, and related financial products.
  • Assist customers in understanding product benefits and selecting the right policy.

2. Client Advisory & Relationship Management

  • Provide personalized insurance solutions based on client needs, family requirements, and financial goals.
  • Maintain long-term relationships with clients through regular follow-ups and policy reviews.
  • Deliver excellent customer service and address all queries regarding insurance coverage, premiums, and claims.

3. Compliance & Documentation

  • Ensure accurate documentation for all insurance applications.
  • Follow IRDAI regulations and company compliance policies.
  • Stay updated with the latest insurance products, riders, and government guidelines.

4. Reporting & Targets

  • Meet assigned monthly/quarterly sales targets.
  • Maintain records of leads, meetings, sales conversions, and renewals.
  • Share performance reports with the team leader/manager.

Key Skills & Competencies:

  • Good communication and interpersonal skills.
  • Ability to build trust and long-term client relationships.
  • Sales-driven attitude with customer-first approach.
  • Basic knowledge of life insurance products and financial planning (training will be provided).
  • Proficiency in MS Office and basic documentation.

Eligibility Criteria:

  • Minimum Qualification: Graduate (Any Stream).
  • Experience: 1–2 years (experienced with interest in finance/insurance may apply).
  • Certification: IRDAI License (preferred) or willingness to obtain after joining.

Benefits:

  • Attractive salary + incentives + performance bonuses.
  • Structured training and professional certification support.
  • Career growth opportunities in financial services.
  • Chance to build a long-term career in insurance & wealth management.

Job Type: Full-time

Pay: ₹15, ₹20,000.00 per month

Work Location: In person

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