Life Insurance Advisor
3 days ago
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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