Insurance Advisor

KeralaCarts · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Pune, Maharashtra
Work mode
On-site
Job type
Full time
Experience
2–5 yrs
Category
Finance

In hand: about ₹36,000–63,100 a month after PF and income tax (estimate). How it's worked out

Join our client as an Insurance Advisor and help clients navigate their insurance needs while building strong relationships. You will play a vital role in providing tailored insurance solutions.

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About the role

In the role of Insurance Advisor, you will be responsible for assessing clients' insurance needs, providing expert advice, and recommending suitable insurance products. You will work closely with clients, helping them understand policy options and ensuring they make informed decisions. This position is ideal for individuals with a passion for service and a desire to help others secure their financial future. The team offers a supportive environment where your expertise can shine and develop.

What you'll do

  • Assessing clients' insurance needs and providing tailored advice.
  • Building and maintaining strong client relationships.
  • Staying updated on industry trends and new insurance products.
  • Ensuring compliance with regulatory requirements.
  • Achieving sales targets and contributing to team success.

What you'll need

  • Bachelor's degree in finance, business, or a related field.
  • Insurance certifications (e.g., IRDAI) preferred.
  • Proven experience in insurance sales or advisory.

Skills

Strong communication and interpersonal skills. Analytical and problem-solving abilities. Customer service orientation.

Good to have

Familiarity with insurance software and tools. Networking abilities.

Benefits

  • Attractive salary with performance-based incentives.
  • Comprehensive health and life insurance.
  • Opportunities for professional development and training.

Interested in this role?

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

Apply now

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Questions about this job

What qualifications are required for this role?
A degree in finance or a related field, along with relevant certifications in insurance, is preferred.
Is there a specific experience required?
Yes, candidates should have 2-5 years of experience in insurance sales or advisory.
What are the working hours?
The role requires standard office hours, Monday to Friday.
How can I apply for this position?
Click "Apply Now" on this page to apply through KeralaCarts. KeralaCarts is recruiting for this role on behalf of a client employer.
What are the growth opportunities in this role?
There are opportunities for advancement into senior advisory or managerial positions within the company.

Listing last updated

Insurance Advisor

₹40,000–70,000 a month

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