Insurance Advisor

Year    TN, IN, India

Job Description

We are seeking a results-driven and client-focused

Insurance Agent

to join our team. In this role, you will act as a trusted advisor, helping individuals, families, and businesses identify their unique insurance needs and select the best policies to protect their assets and ensure financial security. The ideal candidate is a self-starter with excellent communication skills and a passion for building lasting client relationships.

Key Responsibilities



Prospect and Generate Leads:

Actively seek out and contact potential clients through networking, referrals, and cold calling to build a robust book of business.

Assess Client Needs:

Conduct detailed interviews and financial needs analyses with prospective clients to understand their financial situation, existing coverage, and long-term goals.

Present and Sell Policies:

Explain the features, benefits, terms, and conditions of various insurance products (e.g., life, health, auto, property, commercial) and recommend customized solutions that meet client criteria and budget.

Manage Client Relationships:

Maintain regular communication with clients, provide ongoing support, and periodically review policies to ensure coverage remains adequate after major life changes or as needs evolve.

Facilitate Paperwork and Claims:

Guide clients through the application and underwriting process, ensure all documentation is completed accurately, and assist with claim submissions and resolutions.

Achieve Sales Targets:

Meet or exceed individual and team sales goals and performance metrics.

Stay Informed:

Continuously update job knowledge by participating in educational opportunities, staying abreast of market trends, and adhering to all state and federal regulations.

Qualifications



High school diploma or equivalent. Proven experience in a sales or client-facing role, preferably within the insurance industry. Strong interpersonal skills and a customer-first mindset to build trust and rapport. Self-motivated, goal-oriented, and organized with strong time-management abilities.
Job Type: Freelance

Pay: ₹20,000.00 - ₹60,000.00 per month

Work Location: Hybrid remote in Chennai, Tamil Nadu

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Job Detail

  • Job Id
    JD4980322
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    TN, IN, India
  • Education
    Not mentioned
  • Experience
    Year