Insurance Advisor Jobs Opening in Agarwalam Overseas at Chandni Chowk, Kalkaji, Laxmi Nagar, Delhi
Insurance Advisor
0 Years 
5000 - 55000 Monthly 
Job Description
Job Summary:
An Insurance Advisor is a licensed professional responsible for helping individuals and businesses choose suitable insurance policies to protect against financial risks. This role involves understanding the client’s personal or business needs, recommending appropriate insurance products (life, health, motor, property, etc.), and ensuring long-term client engagement through personalized service and follow-ups.
An ideal candidate for this role is persuasive, customer-focused, and knowledgeable about various insurance products and policies. The Insurance Advisor acts as a trusted consultant, guiding clients in making informed decisions about their financial protection and long-term planning.
Key Responsibilities:
1. Client Acquisition and Relationship Building:
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Identify potential clients through cold calling, networking, referrals, field visits, or digital outreach.
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Conduct meetings with individuals, families, or businesses to understand their insurance needs and financial goals.
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Build and maintain long-term relationships with clients to ensure policy renewals, upgrades, and referrals.
2. Product Recommendation and Policy Customization:
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Assess client requirements in areas such as life insurance, term plans, health insurance, retirement planning, motor insurance, home insurance, etc.
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Recommend suitable insurance plans based on client risk profiles, financial situations, and future objectives.
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Explain policy features, premium structures, maturity benefits, exclusions, and claim procedures clearly.
3. Sales and Target Achievement:
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Achieve assigned monthly and annual sales targets through consistent efforts.
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Promote both individual and group insurance products, depending on market demand.
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Participate in sales drives, awareness campaigns, and promotional activities organized by the company or insurance provider.
4. Documentation and Compliance:
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Assist clients in completing policy application forms, KYC documents, and medical formalities.
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Ensure all paperwork is submitted accurately and within stipulated time frames.
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Maintain confidentiality and adhere to IRDAI guidelines, ethical sales practices, and company compliance policies.
5. After-Sales Service and Policy Management:
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Provide regular policy updates, reminders for premium due dates, and policy renewals.
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Support clients during the claim process by guiding them through documentation and coordination with the claims team.
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Offer services such as policy reviews, beneficiary updates, and financial reassessment.
6. Market Knowledge and Product Updates:
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Stay up to date with new insurance products, regulatory changes, underwriting norms, and competitor offerings.
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Attend training sessions, workshops, and product launches organized by the insurance company or distributor.
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Educate clients on insurance awareness, tax benefits under Section 80C/80D, and long-term financial planning.
Skills and Competencies:
Technical/Product Knowledge:
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Basic understanding of insurance types: Life, Term, Health, ULIP, Motor, General, Travel, etc.
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Familiarity with insurance terms: premiums, sum assured, maturity, exclusions, riders, claims
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Knowledge of insurance regulations and IRDAI standards
Soft Skills:
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Strong communication and interpersonal skills
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Good listening and persuasion ability
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Self-motivated and target-oriented
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Confidence and professional appearance
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Empathy and ability to build trust
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Problem-solving and objection-handling skills
Other Skills:
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Basic computer literacy (MS Office, email, mobile apps)
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Ability to use CRM systems or policy management software (training will be provided)
More information about this Insurance Advisor Job
Please go through the below FAQs to get all answers related to the given Insurance Advisor job
- What are the job requirements to apply for this Insurance Advisor job position?
- Ans: A candidate must have a minimum of fresher as an Insurance Advisor
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: Diploma, Certificate Course (ITI), B.Com, BA, M.Com, 12th Pass (HSE), Other Post Graduate, Other Course
- What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
- This Insurance Advisor is a work from home job?
- Ans: Yes,its a Work from Home Job.
- How many job vacancies are opening for the Insurance Advisor position?
- Ans: There are immediate 1 job openings for Insurance Advisor in our Organisation.
Job Particulars
About Company
Delhi
Freshers
Salary not disclosed 
Diploma, B.Com, BA, BBA/BBM, BCA, BSc, 12th Pass (HSE), BSW
Delhi
Freshers
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Diploma, BA, BSc, BSW
Delhi, Bangalore, Mumbai
Freshers
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B.Com(Human Resource Management), BA, BBA/BBM, BBS, BMS
Delhi
Freshers
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B.Com, BA, BBA/BBM, BSc, BSW
Delhi
0 to 2 Years
Salary not disclosed
B.Com, BA, BBA/BBM, BCA, BSc, BSW
Delhi
0.6 to 1 Years
Salary not disclosed
B.Com, BBA/BBM
Delhi
Freshers
Salary not disclosed
B.Com, BA, BSc
Delhi
0.6 to 1 Years
Salary not disclosed
B.Com, BA, BBA/BBM, BSc, 12th Pass (HSE), BSW 
