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Insurance Advisor Job in ROY ASSOCIATES at Kankurgachi, Kolkata
Job Description
Position: Insurance Advisor / Financial Consultant
Employment Type: Full-Time / Part-Time / Flexible
Experience: Freshers & Experienced Candidates Welcome
We are looking for motivated and responsible individuals to join our team as Insurance Advisors. The role involves understanding clients' financial protection needs and recommending suitable insurance and financial solutions.
You will build long-term relationships with clients while helping individuals and families plan for a more secure future.
Key ResponsibilitiesIdentify and develop new customer prospects through networking, referrals and digital platforms.
Understand customers' financial goals, protection requirements and risk profiles.
Explain insurance products, benefits, features, terms and conditions clearly.
Recommend suitable solutions based on customer needs.
Build and maintain strong, long-term customer relationships.
Follow up with prospects and existing clients.
Assist customers with policy servicing and claim-related guidance.
Generate referrals and expand your professional network.
Maintain accurate customer records and documentation.
Achieve assigned business and performance objectives.
Follow all applicable insurance regulations and ethical sales practices.
Excellent communication and interpersonal skills
Customer-focused approach
Basic understanding of financial products
Good presentation and convincing skills
Networking and relationship-building ability
Positive attitude and willingness to learn
Time management and follow-up skills
Ability to work independently and as part of a team
Basic digital and social-media skills
Freshers | Experienced Professionals | Retired Professionals | Homemakers | Entrepreneurs | Part-Time Professionals
Candidates from different professional backgrounds are welcome, subject to applicable licensing and regulatory requirements.
What We OfferProfessional training and product knowledge
Mentorship and continuous guidance
Flexible working opportunities
Performance-based income opportunities
Recognition and rewards
Career growth opportunities
Opportunity to build your own client portfolio
Personal and professional development
Earn • Learn • Grow • Network • Make an Impact
Become a trusted financial guide for families while building a rewarding and flexible career.
JOIN US TODAYStart your journey as an Insurance Advisor.
Terms, eligibility, licensing and benefits are subject to applicable company and regulatory guidelines.
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 0 to 3 year experience as an Insurance Advisor
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: B.Com
- 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: No ,its not 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.





