Insurance Advisor

7 days ago


Kolkata, West Bengal, India Duas Knowledge Potli Full time ₹ 3,00,000 - ₹ 3,60,000 per year

DKP Recruiter team is hiring for the Job Title: Insurance and Mutual Fund Advisor

Location: City center 2, Newtown,Kolkata

Job Summary:

We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and client-handling skills. The role involves advising clients on financial products, managing relationships, and achieving business targets.

Key Responsibilities:

  • Advise clients on Life Insurance, General Insurance, and Health Insurance products
  • Guide clients on Mutual Fund investments based on financial goals and risk appetite
  • Understand client needs and suggest suitable financial solutions
  • Stay updated with IRDAI, SEBI regulations, and market trends
  • Handle client onboarding, documentation, and customer service
  • Achieve monthly sales targets for insurance and mutual funds
  • Build and maintain long-term client relationships

Key Skills:

  • Strong knowledge of Life, Health, and General Insurance products
  • Expertise in Mutual Fund schemes and distribution
  • Client handling, relationship management, and advisory skills
  • Knowledge of IRDAI and SEBI compliance and regulations
  • Sales and target achievement ability
  • Excellent communication and interpersonal skills
  • Customer service orientation and ethical selling
  • Ability to work independently and in a team

Requirements:

  • Minimum 3 to 5 years of relevant experience in insurance and mutual fund sales/advisory
  • IRDA License (mandatory for insurance)
  • NISM VA (preferred for Mutual Funds)
  • Graduate in Finance, Commerce, Business, or related field
  • Certified Financial Planner (CFP) is an added advantage

Compensation and Benefits:

  • Fixed salary of ₹25,000 to ₹30,000 per month
  • Incentives based on sales performance
  • General shift, Monday to Saturday working, Sunday fixed off
  • Training and upskilling support
  • Career growth opportunities in financial services

Contact at

Job Type: Full-time

Pay: ₹20, ₹30,000.00 per month

Benefits:

  • Health insurance

Application Question(s):

  • What is your total years of experience in Insurance field sales role?
  • What is your net in hand salary?
  • What is your expected salary?

Work Location: In person



  • Kolkata, West Bengal, India SBI Life Insurance Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    SBI LIFE INSURANCE COMPANY PARK STREET BRANCH.JOB DISCRIPTION AND REQUIREMENT:LOOKING FOR INSURANCE AGENT ADVISORS WHO CAN SELL UNIT MARKET LINK PLAN (ULIP) TO THE CUSTOMERS.BECOME WEALTH AGENT ADVISOR AND SELL ONLY 1 PRODUCT (ULIP LAN) FOR SBI LIFE.BE YOUR OWN BOSS START THIS AS YOUR BUSINESS AND EARN UNLIMITED INCOME AS COMMISSION FROM SBI.THIS IS PART...

  • Financial Advisor

    2 weeks ago


    Kolkata, West Bengal, India Freelancer Sudipto Basu Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    50 nos. FINANCIAL ADVISOR for Axis Max Life InsuranceAge: 30+Gender: Open to allInterview Time 2-4PMP-118 CIT Road, 2nd FloorPhoolbaganKolkata 700054Carry Aadhaar PAN Cancelled cheque, Graduation marksheet.Exam fees applicable.

  • Sales Advisor

    7 days ago


    Kolkata, West Bengal, India Panora Global Venture LLP Full time ₹ 96,000 - ₹ 3,00,000 per year

    We are seeking a motivated Financial Services Sales Advisor to join our team. The ideal candidate will have experience in financial products, including Mutual Funds, AIFs, Bonds, and Insurance. You will be responsible for building and maintaining client relationships, understanding client financial needs, and guiding them suitable investment solutions to...


  • Kolkata, West Bengal, India Kotak Life Insurance Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Job Description for Recruitment & Development Manager in Tied:Primarily responsible for management and development of channel network to promote Insurance and consequently accountable for revenue generation and achievement of business targets by recruiting & developing the team of advisors & generating business through them.An RDM act as a Recruiter, coach &...

  • Sales Advisor

    4 days ago


    Kolkata, West Bengal, India Niva Bupa Insurance Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Responsibilities:Sell health insurance policies as per company product portfolioComply with IRDAI rules and certificationpovide product demo and features to customerCompensationPerformance based incentivestraining & certificationsFlexi workingWork from homeSales incentivesPerformance bonusAnnual bonusReferral bonusJob/soft skill training

  • Relationship Manager

    2 weeks ago


    Kolkata, West Bengal, India Bajaj Life Insurance Co Ltd. Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role & responsibilitiesBuild strong working relationships with bank branch teams (across 45 branches) to drive insurance sales.Promote life insurance products to bank customers through joint field calls and customer meetings.Team Building & Development: Recruit, train, and develop a team of Insurance Advisors and drive them to achieve business...


  • Kolkata, West Bengal, India Reliance Nippon Life Insurance Full time

    This job is provided by We are Hiring graduate women for our Gariahat (Kolkata) Branch. CTC is not bar for right Candidates. CTC will be decided (1.7L to 5L) depending on interview. Insurance advisor , Part time Employee is preferable. Freshers also apply this post


  • Kolkata, West Bengal, India SBI Life insurance company ltd Full time

    Hello All CandidateI'm reaching out to offer you a great opportunity to partner with SBI LIFE as a certified insurance advisor (POSP). You'll get access to multiple insurance companies, best commission rates, and a fully digital platform to work from anywhere.Ideal for professionals like you — CAs, stock brokers, consultants, and agents — to add a strong...


  • Kolkata, West Bengal, India Salasar Services Insurance Brokers Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Role & responsibilitiesTechnology & AI StrategyDevelop and implement the organization's overall technology vision, focusing on AI-driven process automation, data intelligence, and customer-centric digital solutions.Define and lead the AI adoption roadmap for underwriting support, pricing analytics, claims management, accounts receivable management, and...


  • Kolkata, West Bengal, India Capgemini Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you'd like, where you'll be supported and inspired by a collaborative community of colleagues around the world, and where you'll be able to reimagine what's possible. Join us and help the world's leading organizations unlock the value of technology and...