Insurance Advisor

ICICI Prudential Life Insurance Company Limited; Gorakhpur District; Hybrid; INR 120,000 - 180,000; Part time

Job summary

ICICI Prudential Life Insurance Company Limited in Gorakhpur invites an Insurance Advisor for a part-time hybrid role, combining on-site client meetings with some work-from-home flexibility. You will identify protection and investment needs, explain ICICI Prudential Life products, and help customers select plans that fit their financial goals.

Responsibilities include prospecting, consultations, preparing proposals, assisting with applications, and maintaining relationships with policyholders

Qualifications

• Strong foundation in Insurance and Finance to understand life insurance products, risk protection, and long-term financial planning.
• Background in Consulting to conduct needs-based assessments and recommend appropriate solutions to customers.
• Proven Customer Service skills to handle inquiries, resolve issues, and build long-term client relationships.
• Excellent Communication skills, both verbal and written, to explain complex financial concepts clearly and confidently.
• Ability to work independently in a hybrid setting, manage time effectively, and meet sales and service targets.
• Experience with email, spreadsheets, and CRM tools for managing leads.
• Prior experience in insurance, banking, financial services, or sales is an advantage.
• Minimum educational qualification of a high school diploma; a bachelor's degree in business, finance, commerce, or related field preferred.

Responsibilities

• The Insurance Advisor is a part-time, hybrid role based in Gorakhpur, with a combination of on-site client meetings and some work-from-home flexibility.
• The advisor identifies customer protection and investment needs, explains suitable ICICI Prudential Life insurance products, and assists customers in selecting plans aligned with their financial goals.
• Daily activities include prospecting and networking, conducting needs-based consultations, preparing proposals, and supporting customers through the application and documentation process.
• The advisor maintains ongoing relationships with policyholders, provides post-sales service, tracks renewals, and follows up on leads to drive business growth while adhering to regulatory and company guidelines.

Skills

Insurance knowledge

Financial planning

Customer service

Communication skills

Independent work

Education

High school diploma

Bachelor's degree in business/finance/commerce

Tools

CRM

Email

Spreadsheets

Job description

Company Description

ICICI Prudential Life Insurance Company Limited is one of India's leading private sector life insurance providers, offering solutions to help individuals secure their families and meet long-term financial goals. The company delivers a broad range of products, including term, wealth, child education, and retirement plans that support customers at every life stage. Its strong focus on customer commitment, innovation, and values has earned multiple industry awards, including recognition for its iProtect Smart Life Cover Plan as "Product of the Year 2016" in the life insurance category. ICICI Prudential Life continues to maintain a notable position in the life insurance industry, supported by a large and growing customer base.

Role Description

The Insurance Advisor is a part-time, hybrid role based in Gorakhpur, with a combination of on-site client meetings and some work-from-home flexibility. In this role, the advisor identifies customer protection and investment needs, explains suitable ICICI Prudential Life insurance products, and assists customers in selecting plans aligned with their financial goals. Daily activities include prospecting and networking, conducting needs-based consultations, preparing proposals, and supporting customers through the application and documentation process. The advisor maintains ongoing relationships with policyholders, provides post-sales service, tracks renewals, and follows up on leads to drive business growth while adhering to regulatory and company guidelines.

Qualifications

• Strong foundation in Insurance and Finance to understand life insurance products, risk protection, and long-term financial planning.
• Background in Consulting to conduct needs-based assessments and recommend appropriate solutions to customers.
• Proven Customer Service skills to handle inquiries, resolve issues, and build long-term client relationships.
• Excellent Communication skills, both verbal and written, to explain complex financial concepts clearly and confidently.
• Ability to work independently in a hybrid setting, manage time effectively, and meet sales and service targets.
• Comfort with basic digital tools (email, spreadsheets, CRM or similar platforms) for managing leads and policy data.
• Prior experience in insurance, banking, financial services, or sales is an advantage.
• Minimum educational qualification of a high school diploma; a bachelor's degree in business, finance, commerce, or a related field is preferred.