Insurance Advisor

Choice International; Mumbai; On-site; INR 250,000 - 350,000; Full time

Job summary

Choice Connect is seeking an experienced Insurance Advisor to drive insurance sales, build customer relationships, and provide suitable insurance solutions based on customer requirements. Based in Mumbai, this full-time role requires a minimum of 2 years in Insurance Sales with knowledge of Life, Health, and General products.

IRDAI certification is a plus and targets are clearly defined. The role covers end-to-end sales, client consultations, policy explanation, and renewals support, with a

Qualifications

• Minimum 2 years of experience in insurance sales.
• Knowledge of Life, Health and General insurance products.
• IRDAI certification/licence will be an advantage.

Responsibilities

• Generate new business through leads, referrals, networking and existing customer relationships.
• Understand customer requirements and recommend suitable insurance products.
• Explain policy features, benefits, terms and conditions to customers.
• Manage the complete sales cycle from lead generation to policy issuance.
• Follow up with prospective customers and convert leads into business.
• Achieve monthly sales and revenue targets.
• Maintain strong and long-term customer relationships.
• Support customers with policy renewals and servicing requirements.
• Maintain accurate records of leads, sales and customer interactions.

Skills

Insurance Sales

Lead Generation

Customer Relationship Management

Negotiation

Sales Targets

Job description

Job Description Insurance Advisor

Location: Mumbai

Experience: Minimum 2 Years

Employment Type: Full-time

About the Role

Choice Connect is looking for an experienced Insurance Advisor to drive insurance sales, develop customer relationships, and provide suitable insurance solutions based on customer requirements.

Key Responsibilities

• Generate new business through leads, referrals, networking and existing customer relationships.
• Understand customer requirements and recommend suitable insurance products.
• Explain policy features, benefits, terms and conditions to customers.
• Manage the complete sales cycle from lead generation to policy issuance.
• Follow up with prospective customers and convert leads into business.
• Achieve monthly sales and revenue targets.
• Maintain strong and long-term customer relationships.
• Support customers with policy renewals and servicing requirements.
• Maintain accurate records of leads, sales and customer interactions.

Requirements

• Minimum 2 years of experience in Insurance Sales / BFSI.
• Strong knowledge of Life, Health and/or General Insurance products.
• Proven track record of achieving sales targets.
• Excellent communication, negotiation and relationship-management skills.
• Strong customer acquisition and lead-generation capabilities.
• IRDAI certification/licence will be an advantage.
• Candidates with experience in insurance broking, agency, banca or direct insurance sales will be preferred.

Key Skills

• Insurance Sales
• Lead Generation
• Business Development
• Customer Relationship Management
• Negotiation
• Target Achievement
• Insurance Products