Life Advisor

Kotak Life Insurance PVT Ltd; Dadri; On-site; INR 180,000 - 300,000; Full time

Job summary

Kotak Life Insurance Pvt. Ltd. in Prayagraj invites applications for a Life Advisor.

The role is full-time and on-site, focusing on engaging with potential and existing customers to identify protection needs and offer suitable life insurance solutions. You will explain product features, assist with applications and documentation, provide post-sales support, follow up on leads, participate in local marketing efforts, and maintain accurate records, while collaborating with the nearby branch to

Qualifications

• Strong customer relationship and communication skills.
• Basic financial understanding and interest in life insurance.
• Excellent organizational skills for multiple interactions.
• Self-motivated with goal-oriented mindset.
• Education: 12th grade or higher; graduation preferred.
• On-site Prayagraj role; willingness to travel locally.
• Integrity and professionalism in all dealings.

Responsibilities

• Meet clients to assess needs and propose life insurance solutions.
• Explain product features and benefits.
• Assist with applications and required documentation.
• Provide post-sales support to customers.
• Follow up on leads and opportunities.
• Participate in local marketing or awareness activities.
• Maintain accurate records of client interactions and policies.
• Collaborate with the local branch team to meet targets.

Skills

Relationship building

Basic financial understanding

Organizational skills

Self-motivation

Travel readiness

Integrity

Education

Higher secondary education or graduation

Job description

Company Description

This career page for Kotak Life Insurance Pvt. Ltd. is a dedicated space created specifically for job posting and recruitment-related communication and is not affiliated with the official Kotak Life website. It focuses on sharing potential job opportunities, role descriptions, and application details for roles such as Life Advisor and similar positions. The intention is to streamline the hiring process and help candidates clearly understand role requirements and how to apply. For official information about Kotak Life and its broader career opportunities, applicants are encouraged to visit the official Kotak Life website.

Role Description

The Life Advisor role at Kotak Life Insurance Pvt. Ltd. is a full-time, on-site position based in Prayagraj. In this role, the Life Advisor engages with potential and existing customers to understand their financial protection needs and recommend suitable life insurance solutions. Day-to-day responsibilities include meeting clients, explaining product features and benefits, assisting with application and documentation processes, and providing post-sales support. The Life Advisor also follows up on leads, participates in local marketing or awareness activities, and maintains accurate records of client interactions and policies. The role requires consistent collaboration with the local branch team to achieve individual and branch-level business targets while maintaining high standards of customer service and ethical conduct.

Qualifications

• Ability to build and maintain strong relationships with customers, with effective interpersonal and communication skills.
• Basic financial understanding and interest in life insurance or financial services; prior sales or customer-facing experience is an advantage.
• Strong organizational skills with the ability to manage multiple client interactions, follow-ups, and documentation accurately.
• Self-motivated, goal-oriented mindset with the capacity to work independently and meet business targets responsibly.
• Minimum educational qualification typically at the higher secondary level (12th grade) or above; graduation in any discipline is preferred.
• Comfort working in an on-site environment in Prayagraj and willingness to travel locally for client meetings when required.
• Integrity, professionalism, and adherence to regulatory guidelines and company policies in all client dealings.