Life Insurance Agent

Hird Solutions Private Limited; Mumbai City; On-site; INR 300,000 - 600,000; Full time

Job summary

Hird Solutions Private Limited in Mumbai is seeking a Life Insurance Agent to help clients select and tailor life insurance solutions. You will assess needs and explain policy features, while staying updated on regulatory requirements.

Great communication and analytical abilities are essential to manage multiple client accounts and maintain compliant records within the financial services division.

Qualifications

• Proficiency in life insurance products and services.
• Strong communication skills for client engagement.
• Analytical abilities to assess client needs.
• Organizational skills to manage multiple client accounts.
• Knowledge of applicable life insurance laws and regulations.

Responsibilities

• Assess client requirements and recommend appropriate life insurance policies.
• Provide explanations of policy features, benefits, and options.
• Conduct regular follow-ups with clients to review needs.
• Process policy applications efficiently per underwriting guidelines.
• Maintain accurate records of client interactions and transactions for compliance.
• Stay informed about industry trends, products, and regulations to offer updated advice.

Skills

Life insurance products

Strong communication

Analytical abilities

Organizational skills

Regulatory knowledge

Job description

Job Title: Life Insurance Agent

About the Position

The Life Insurance Agent operates within the financial services division, specializing in providing life insurance solutions to clients. This role is accountable for developing client relationships and delivering tailored insurance products that meet individual needs.

Accountabilities

• Assess client requirements and recommend appropriate life insurance policies.
• Provide comprehensive explanations of policy features, benefits, and options.
• Conduct regular follow-ups with clients to review their insurance needs and updates.
• Process policy applications efficiently, ensuring adherence to underwriting guidelines.
• Maintain accurate records of client interactions and transactions in accordance with regulatory compliance.
• Stay informed about industry trends, products, and regulations to offer updated advice to clients.

Skills and Experience Required

• Proficiency in life insurance products and services.
• Strong communication skills for effective client engagement.
• Excellent analytical abilities to assess client needs accurately.
• Proven organizational skills to manage multiple client accounts efficiently.
• Knowledge of applicable laws and regulations governing life insurance practices.

Applications will be assessed against the stated requirements.