About the role
As an Insurance Advisor, you will be responsible for providing expert advice to clients on various insurance products. Your daily tasks will include assessing clients' needs, presenting suitable insurance plans, and helping them with the application process. You will work closely with a team of professionals to ensure client satisfaction and retention. The ideal candidate should possess strong communication skills and a knack for customer service, making this role perfect for those who are driven and passionate about helping others. Our client offers a dynamic work environment and opportunities for career advancement.
What you'll do
- Assess and analyze clients' insurance needs and financial status.
- Provide clients with comprehensive information regarding insurance products.
- Assist clients in completing applications and claims processes.
- Establish and maintain relationships with clients to ensure their ongoing needs are met.
- Stay updated on the latest insurance market trends and product offerings.
What you'll need
- Bachelor's degree in finance, business, or related field.
- 2-5 years of experience in insurance sales or advisory roles.
- Strong communication and negotiation skills.
Skills
Excellent customer service skills.
Strong analytical and problem-solving abilities.
Ability to work independently and as part of a team.
Good to have
Knowledge of financial products and regulations.
Familiarity with CRM software.
Benefits
- Attractive salary with performance bonuses.
- Health insurance and other employee benefits.
- Opportunities for professional development and training.
Interested in this role?
It takes about two minutes. Free to apply — BFSI Jobs never asks candidates for money.
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Questions about this job
What are the primary responsibilities of an Insurance Advisor?
You will assess client needs, recommend insurance policies, and assist with applications.
What qualifications are needed for this role?
A background in finance or insurance, along with excellent interpersonal skills, is preferred.
Is this position remote or onsite?
This is an onsite position based in MG Road, Kochi.
What is the expected salary range?
The salary range is between INR 40,000 to INR 70,000 per month depending on experience.
How can I apply for this position?
Click "Apply Now" on this page to apply through BFSI Jobs. BFSI Jobs is recruiting for this role on behalf of a client employer.
Listing last updated