A Life Insurance Advisor helps individuals and businesses select appropriate life insurance policies based on their financial goals, needs, and risk tolerance.
Their core responsibilities include assessing client needs, recommending tailored insurance plans, explaining complex policy details clearly, supporting clients through the purchase process, and providing ongoing post-sale service such as claim assistance, policy renewals, and updates. They also generate new business leads and build long-term client relationships based on trust and expert guidance.
Key duties:
Assess clients' financial situations, family needs, and goals to recommend suitable life insurance plans
Simplify complex terms and conditions to help clients understand policies
Guide clients through application, documentation, and payments smoothly
Provide ongoing support with claims, renewals, and policy adjustments
Generate and convert leads to sales, ensuring customer retention and policy persistency
Educate clients about insurance benefits, compliance, and market changes
Job Types: Full-time, Permanent, Fresher
Pay: ₹10,198.22 - ₹47,991.11 per month
Benefits:
Health insurance
Provident Fund
Work Location: In person
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