Insurance Advisor Jobs Opening in Reputed Insurance Ltd at Sector 12, Faridabad, Sector 15, Faridabad, Sector 21, Faridabad, Faridabad

Insurance Advisor

Reputed Insurance Ltd

0 Years

20000 - 60000 Monthly

Apply Now Please Wait...

Posted: 17 Aug 25

Job Description

An Insurance Advisor plays a vital role in helping individuals, families, and businesses protect their future by recommending suitable insurance products. They serve as trusted guides for clients, explaining complex insurance terms in simple words, identifying customer needs, and offering policies that cover health, life, vehicle, property, and other risks.

Insurance Advisors work with both individuals and organizations to ensure financial security against unforeseen events. Their role is not limited to selling policies but also extends to building long-term relationships, assisting in claims, and providing continuous support. In a growing economy where financial awareness is increasing, the role of an Insurance Advisor has become highly respected and rewarding.

Key Responsibilities

Client Consultation
- Meet potential customers to understand their financial goals, risk appetite, and insurance needs.
- Analyze client requirements and suggest suitable policies (life, health, motor, travel, business, etc.).
- Explain policy features, benefits, terms, and conditions clearly to customers.
Sales and Policy Recommendation
- Promote and sell insurance products offered by the company.
- Help clients choose plans that suit their budget and long-term financial objectives.
- Customize solutions by comparing multiple policies and coverage options.
Relationship Management
- Build trust with clients by offering honest advice and after-sales support.
- Regularly update clients on new products, premium due dates, or policy upgrades.
- Handle queries, concerns, or complaints with professionalism.
Claims Assistance
- Guide customers during claim settlement by explaining procedures and required documents.
- Coordinate with the insurance company to ensure smooth and timely claim processing.
Market Research and Networking
- Stay updated on new insurance products, government regulations, and market trends.
- Build a network of potential clients through referrals, business events, or community connections.
- Develop strategies to meet sales targets and expand client base.
Documentation and Compliance
- Maintain accurate records of client interactions, policies sold, and payments collected.
- Ensure compliance with company policies and insurance regulatory norms (IRDAI in India).
- Collect and verify KYC documents before processing applications.

Required Skills

Communication Skills
- Ability to explain policies in clear and simple language.
- Strong listening skills to understand client requirements.
Sales and Persuasion Skills
- Convincing potential clients about the benefits of insurance.
- Building confidence to handle objections and convert leads into policies.
Customer Service Orientation
- Patience and empathy while dealing with clients.
- Offering continuous support even after policy purchase.
Analytical and Problem-Solving Skills
- Evaluating financial risks and recommending appropriate coverage.
- Suggesting alternatives when customers are unsure about choices.
Networking Ability
- Building and maintaining long-term client relationships.
- Expanding reach through referrals and partnerships.
Technical and Digital Skills
- Basic computer knowledge to handle online policy applications.
- Using CRM software, insurance apps, and digital payment tools.

Core Competencies

Integrity and Trustworthiness – Advising clients with honesty, ensuring their needs come first.
Persistence and Resilience – Overcoming rejections and continuing to generate leads.
Result Orientation – Achieving sales targets while maintaining client satisfaction.
Adaptability – Updating knowledge with changing policies, laws, and customer expectations.
Financial Awareness – Understanding investment, risk, and savings to guide clients better.

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: 12th Pass (HSE)
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.