Insurance Advisor

ValuJobs · recruiting for a confidential client

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Listing updated

Pay
₹35,000–60,000 a month
Location
Mysuru, Karnataka
Work mode
On-site
Job type
Full time
Experience
2–5 yrs
Category
Finance

In hand: about ₹31,400–54,000 a month after PF and income tax (estimate). How it's worked out

We are seeking an experienced Insurance Advisor to guide clients in selecting suitable insurance products. This role focuses on building relationships and providing tailored solutions.

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About the role

As an Insurance Advisor, you will assess clients' insurance needs and recommend suitable products. By working closely with clients, you will understand their requirements and provide tailored solutions that align with their financial goals.

This role is ideal for individuals with strong communication skills who enjoy fostering long-term relationships. You will also manage policy renewals and claims processes, ensuring a smooth experience for clients. Your insights into market trends and competitor offerings will enable you to make well-informed recommendations.

The hiring company offers a supportive environment with opportunities for continuous learning and professional growth, making it a great place to advance your career in the insurance industry.

What you'll do

  • Assess clients' insurance needs and provide tailored solutions.
  • Manage policy renewals and assist with claims processing.
  • Develop relationships with clients to understand their financial goals.
  • Analyze market trends and competitor offerings.

What you'll need

  • Bachelor's degree in finance or a related field.
  • IRDAI license.
  • Experience in insurance sales or advisory.

Skills

Excellent communication and interpersonal skills. Strong analytical and problem-solving abilities. Proficiency in MS Office and CRM software.

Good to have

Knowledge of investment products. Ability to speak multiple languages.

Benefits

  • Competitive salary and performance bonuses.
  • Health insurance and retirement benefits.
  • Continuous training and professional development.

Interested in this role?

It takes about two minutes. Free to apply — ValuJobs never asks candidates for money.

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Insurance Advisor jobs in other cities

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Questions about this job

What are the primary responsibilities of the Insurance Advisor?
You will assess clients' needs and recommend suitable insurance products, manage policy renewals, and assist with claims.
What qualifications are needed for this role?
A degree in finance or a related field, along with an IRDAI license, is preferred.
Is there a target for client acquisition?
Yes, you will be expected to meet annual targets for client acquisition and policy sales.
What is the work environment like?
The work is onsite, requiring strong interpersonal skills and the ability to foster client relationships.
How do I apply for this position?
Click "Apply Now" on this page to apply through ValuJobs. ValuJobs is recruiting for this role on behalf of a client employer.

Listing last updated

Insurance Advisor

₹35,000–60,000 a month

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