Life Insurance Advisor

Job Summary:

The Life Insurance Advisor will sell life and health insurance to clients, and will provide additional follow-up service and support as needed according to changing insurance needs.

Supervisory Responsibilities:

• None.

Duties/Responsibilities:

• Develops and maintains a client base; seeks new prospects via referrals, direct mail, social media, group presentations, promotions, and other methods.
• Consults with clients and prospective clients to assess insurance needs, budget, financial planning goals, and other relevant details.
• Provides rate quotes and coverage recommendations; assists with long-term planning.
• Assists with completion of application and other necessary paperwork; obtains underwriting approval.
• Delivers policy and plan documents.
• Follows up with clients on a periodic basis to assess financial, family, and other changes that may warrant modification of coverage.
• Facilitates distributions to beneficiaries as directed on the death of the policyholder.
• Performs other related duties as assigned.

Required Skills/Abilities:

• Excellent verbal and written communication skills.
• Thorough understanding of life insurance as an aspect of financial planning.
• Ability to clearly explain complex insurance policies and packages.
• Ability to provide comfort to beneficiaries after the death of a loved one.
• Proficient with Microsoft Office Suite or related software.

Education and Experience:

• High school diploma or equivalent required; Bachelors degree preferred.
• Some sales experience, particularly in insurance, highly preferred.
• State insurance licensure required.

Job Type: Full-time

Salary: ₹10,104.12 - ₹59,720.18 per month

Benefits:

• Health insurance
• Work from home

Schedule:

• Morning shift

Supplemental pay types:

• Commission pay
• Performance bonus

Speak with the employer
+91 7676477856
Expected Start Date: 18/08/2023