Insurance Advisor

Job type

Full-time

Location

Ahmedabad, Gujarat

Full job description

This role is for one of our clients

Industry: Sales

Seniority level: Associate level

Min Experience: 2 years

Location :Ahmedabad, Gandhinagar, Rajkot,

JobType: full-time

About the Role

We are looking for a high-energy, solution-oriented Insurance Advisor to help individuals and families secure their financial future through customized insurance solutions. In this role, you’ll act as a trusted guide, helping clients navigate the complexities of health, life, and general insurance. Your success will be measured not just in sales, but in the long-lasting trust you build with clients through your expertise, integrity, and proactive approach.

What You’ll Do

Client Discovery & Consultation

Engage with new and existing clients to assess their needs, goals, and risks.

Recommend tailored insurance solutions that align with life stages, financial aspirations, and regulatory requirements.

Sales Execution

Drive business growth by converting leads into policies across all insurance verticals—health, life, motor, travel, and home.

Conduct in-depth product presentations and virtual/in-person consultations.

Follow up on leads and referrals generated through digital campaigns, partnerships, or field networking.

Policy Guidance & Customization

Educate customers on policy details including coverage benefits, exclusions, premium breakdowns, and claims processes.

Assist with documentation, onboarding, and policy issuance to ensure a seamless buying experience.

Performance & Pipeline Management

Meet or exceed monthly and quarterly sales goals while maintaining quality benchmarks.

Maintain accurate records of client interactions, follow-ups, conversions, and renewals using CRM tools.

Post-Sale Engagement

Serve as a point of contact for clients regarding renewals, endorsements, and claims assistance.

Collaborate with underwriting, operations, and claims teams to ensure top-notch service delivery.

Continuous Learning & Industry Insight

Stay current on evolving insurance regulations, policy updates, and market trends.

Attend product trainings, sales workshops, and team meetings to sharpen skills and stay competitive.

What You Bring

✅ Experience & Credentials

2–5 years of experience in insurance sales, preferably with exposure to multiple policy types.

IRDAI license (mandatory) or willingness to acquire one prior to joining.

Core Competencies

Strong consultative sales skills with a deep understanding of client lifecycle needs.

Excellent communication, negotiation, and active listening skills.

Resilient, target-driven, and adaptable to changing market conditions.

Familiarity with digital tools (CRM, video conferencing, lead management systems).

Preferred Qualifications

Bachelor’s degree in Business, Marketing, Finance, or a related field is an advantage.

Knowledge of risk management principles and financial planning tools is a bonus.

Job type

Location

Full job description

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