Insurance Advisor

About the role

The Insurance Advisor is responsible for identifying potential customers, understanding their financial protection and insurance needs, and recommending suitable insurance products. The role involves customer acquisition, relationship management, policy sales, renewals, and providing ongoing support to policyholders.

What you'll do

• Identify and approach prospective customers through referrals, networking, field visits, and other channels
• Understand customers’ financial needs and recommend appropriate insurance products
• Generate leads and achieve assigned sales and business targets
• Maintain regular contact with

What you need

• 0–2 yrs of experience
• Insurance
• Sales
• Data analysis
• Analytics
• Reporting
• Class 10