Verified Job
Accounting - Finance
Insurance Advisor
Accounting - Finance
#602779
Remote / WFH
Job Description
This role is for one of our clients
Industry: Sales
Seniority level: Associate level
Min Experience: 2 years
Location :Ahmedabad, Gandhinagar, Rajkot,
JobType: full-time
About The Role
We are looking for a high-energy, solution-oriented Insurance Advisor to help individuals and families secure their financial future through customized insurance solutions. In this role, you’ll act as a trusted guide, helping clients navigate the complexities of health, life, and general insurance. Your success will be measured not just in sales, but in the long-lasting trust you build with clients through your expertise, integrity, and proactive approach.
What You’ll Do
🧭 Client Discovery & Consultation
Engage with new and existing clients to assess their needs, goals, and risks.
Recommend tailored insurance solutions that align with life stages, financial aspirations, and regulatory requirements.
📞 Sales Execution
Drive business growth by converting leads into policies across all insurance verticals—health, life, motor, travel, and home.
Conduct in-depth product presentations and virtual/in-person consultations.
Follow up on leads and referrals generated through digital campaigns, partnerships, or field networking.
📑 Policy Guidance & Customization
Educate customers on policy details including coverage benefits, exclusions, premium breakdowns, and claims processes.
Assist with documentation, onboarding, and policy issuance to ensure a seamless buying experience.
📈 Performance & Pipeline Management
Meet or exceed monthly and quarterly sales goals while maintaining quality benchmarks.
Maintain accurate records of client interactions, follow-ups, conversions, and renewals using CRM tools.
🤝 Post-Sale Engagement
Serve as a point of contact for clients regarding renewals, endorsements, and claims assistance.
Collaborate with underwriting, operations, and claims teams to ensure top-notch service delivery.
🧠 Continuous Learning & Industry Insight
Stay current on evolving insurance regulations, policy updates, and market trends.
Attend product trainings, sales workshops, and team meetings to sharpen skills and stay competitive.
What You Bring
✅ Experience & Credentials
2–5 years of experience in insurance sales, preferably with exposure to multiple policy types.
IRDAI license (mandatory) or willingness to acquire one prior to joining.
🔑 Core Competencies
Strong consultative sales skills with a deep understanding of client lifecycle needs.
Excellent communication, negotiation, and active listening skills.
Resilient, target-driven, and adaptable to changing market conditions.
Familiarity with digital tools (CRM, video conferencing, lead management systems).
🎓 Preferred Qualifications
Bachelor’s degree in Business, Marketing, Finance, or a related field is an advantage.
Knowledge of risk management principles and financial planning tools is a bonus.
Industry: Sales
Seniority level: Associate level
Min Experience: 2 years
Location :Ahmedabad, Gandhinagar, Rajkot,
JobType: full-time
About The Role
We are looking for a high-energy, solution-oriented Insurance Advisor to help individuals and families secure their financial future through customized insurance solutions. In this role, you’ll act as a trusted guide, helping clients navigate the complexities of health, life, and general insurance. Your success will be measured not just in sales, but in the long-lasting trust you build with clients through your expertise, integrity, and proactive approach.
What You’ll Do
🧭 Client Discovery & Consultation
Engage with new and existing clients to assess their needs, goals, and risks.
Recommend tailored insurance solutions that align with life stages, financial aspirations, and regulatory requirements.
📞 Sales Execution
Drive business growth by converting leads into policies across all insurance verticals—health, life, motor, travel, and home.
Conduct in-depth product presentations and virtual/in-person consultations.
Follow up on leads and referrals generated through digital campaigns, partnerships, or field networking.
📑 Policy Guidance & Customization
Educate customers on policy details including coverage benefits, exclusions, premium breakdowns, and claims processes.
Assist with documentation, onboarding, and policy issuance to ensure a seamless buying experience.
📈 Performance & Pipeline Management
Meet or exceed monthly and quarterly sales goals while maintaining quality benchmarks.
Maintain accurate records of client interactions, follow-ups, conversions, and renewals using CRM tools.
🤝 Post-Sale Engagement
Serve as a point of contact for clients regarding renewals, endorsements, and claims assistance.
Collaborate with underwriting, operations, and claims teams to ensure top-notch service delivery.
🧠 Continuous Learning & Industry Insight
Stay current on evolving insurance regulations, policy updates, and market trends.
Attend product trainings, sales workshops, and team meetings to sharpen skills and stay competitive.
What You Bring
✅ Experience & Credentials
2–5 years of experience in insurance sales, preferably with exposure to multiple policy types.
IRDAI license (mandatory) or willingness to acquire one prior to joining.
🔑 Core Competencies
Strong consultative sales skills with a deep understanding of client lifecycle needs.
Excellent communication, negotiation, and active listening skills.
Resilient, target-driven, and adaptable to changing market conditions.
Familiarity with digital tools (CRM, video conferencing, lead management systems).
🎓 Preferred Qualifications
Bachelor’s degree in Business, Marketing, Finance, or a related field is an advantage.
Knowledge of risk management principles and financial planning tools is a bonus.
