Insurance Advisor

1 day ago

Mumbai, Maharashtra, India Smart Financial Planners Full time ₹ 25,00,000 per year

Role
Overview

As an
Insurance Advisor
, you will lead client-facing insurance advisory and servicing. You will conduct protection needs analysis, audit legacy policies using the MWEC technique, and design
Family Insurance Portfolios (FIPs)
that align with client risk profiles and life goals. The role includes onboarding support, renewal management, and claims assistance, ensuring every client experiences timely, compliant and high‑touch service. This is a high-impact role with structured learning and strong incentive potential for top performers.

Key
Responsibilities

· Conduct one-on-one meetings with prospective and existing clients in Lower Parel West, Mumbai.

· Perform protection gap assessments; collect KYC, medical and financial disclosures as required.

· Retrieve, verify and digitise legacy policy details using the MWEC technique.

· Prepare and present personalised Family Insurance Portfolios (FIPs) across term, health, riders and other suitable solutions.

· Complete onboarding: proposal forms, documentation, medical scheduling, and digital submissions.

· Track renewals; issue premium reminders; reduce lapse ratios; manage endorsements.

· Provide claims assistance, documentation guidance, insurer coordination, and status tracking.

· Maintain accurate daily reporting and CRM hygiene (meetings, notes, documents).

· Uphold regulatory compliance (KYC, AML, disclosures) and SmartFP process standards.

· Participate in monthly knowledge checks, product trainings and team reviews.

Required
Qualifications &
Competencies

· Graduate/Postgraduate in Finance, Commerce, or related field (BMS / BBA / MBA preferred).

· 1–3 years' experience in Sales (Insurance sales/advisory or financial services preferred).

· Excellent communication and interpersonal skills.

· Ethical, customer-first mindset with strong follow-through and documentation discipline.

Compensation & Benefits

Annual CTC

Only Incentives

Incentives

·
Performance Bonus:
Up to ₹25 LPA

Strong incentive structure; uncapped earning potential based on conversions and persistence.

Work Benefits

· Incentives are paid on the 1st and 16th of every month.

· Continuous basic and advance trainings and handholding with strong support system.

· Mediclaim insurance of ₹5 Lakhs (post 3 years).

· Home loan at just 5% interest rate.

· Interest‑free two‑wheeler/car loan (company policy terms apply).

· Tax‑free gratuity (₹3 Lakhs minimum post 15 years).

· Continuous basic and advance trainings and handholding with strong support system.

· Sponsored national and international trainings, workshops and conferences.

· Annual awards and annual performance appraisals.

· Rapid promotions as per performance.

· Skill enhancement opportunities via SmartFP's development programs.

· Incubation support for start-up ideas.

· Increasing weekly-offs every year.

Work Culture

· 6‑day work week.

· Working hours: 9:00 AM – 6:00 PM (login before 9:10 AM mandatory).

· Holidays: As per bank holidays.

· Formal dress code; strong emphasis on punctuality and professionalism.

· Sponsored monthly themed celebrations.

Growth Path

Insurance Advisor → Senior Insurance Advisor → Assistant Manager → Manager → Area Manager (Sales)

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