Insurance Advisor

KeralaCarts · recruiting for a confidential client

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Listing updated

Pay
₹35,000–50,000 a month
Location
Surat, Gujarat
Work mode
On-site
Job type
Full time
Experience
1–3 yrs
Category
Finance

In hand: about ₹31,400–45,000 a month after PF and income tax (estimate). How it's worked out

Join our client's team as an Insurance Advisor in Surat. You will play a key role in guiding clients to make informed insurance choices.

Apply now

About the role

As an Insurance Advisor, you will assess clients' insurance needs and provide tailored solutions that align with their financial goals. Engaging with clients, you will recommend appropriate insurance policies to help them make informed choices. This role is well-suited for customer-oriented individuals with strong communication skills.

Joining a dynamic team, you will experience a supportive environment that fosters collaboration and professional growth. You will enhance your knowledge of various insurance products while assisting clients in securing their financial futures. If you have a passion for finance and enjoy building lasting relationships, this position may be the perfect opportunity for you.

What you'll do

  • Assess clients' insurance needs and financial objectives.
  • Recommend insurance products tailored to client requirements.
  • Maintain and nurture long-term client relationships.
  • Stay updated on industry trends and product knowledge.

What you'll need

  • Bachelor's degree in Finance, Business, or related field.
  • Strong communication and interpersonal skills.
  • Proven experience in sales or customer service.

Skills

Excellent communication skills. Strong analytical abilities. Customer service orientation.

Good to have

Knowledge of financial products. Sales experience.

Benefits

  • Competitive salary and performance bonuses.
  • Health insurance and retirement benefits.
  • Opportunities for professional development.

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 are the primary responsibilities of an Insurance Advisor?
You will assess client needs, recommend insurance policies, and maintain client relationships.
What level of experience is required for this role?
We are looking for candidates with 1 to 3 years of experience in insurance or related fields.
Is this a remote position?
No, this is an onsite position based in Surat.

Listing last updated

Insurance Advisor

₹35,000–50,000 a month

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